Icon Wealth Advisors, LLC DYNF Holdings History
Icon Wealth Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 760,117.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $37.06 Mil. This investment constitutes 3.05% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.23% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Icon Wealth Advisors, LLC has made 4 purchases of DYNF, at an average price of $43.25, for a total of 790,729.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 30,612.00 shares. Based on historical transaction data and DYNF's current price of $55.85, Icon Wealth Advisors, LLC's estimated gain on his DYNF holdings is $9.83 Mil, reflecting a 28.76% gain to date.
Icon Wealth Advisors, LLC DYNF ($55.85) Holding Chart
Icon Wealth Advisors, LLC DYNF ($55.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
