Insight Wealth Strategies, LLC DYNF Holdings History
Insight Wealth Strategies, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 430,391.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $23.39 Mil. This investment constitutes 2.95% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.12% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2025Q1. And since then Insight Wealth Strategies, LLC has made 2 purchases of DYNF, at an average price of $51.39, for a total of 430,391.00 shares. Based on historical transaction data and DYNF's current price of $54.94, Insight Wealth Strategies, LLC's estimated gain on his DYNF holdings is $1.53 Mil, reflecting a 6.90% gain to date.
Insight Wealth Strategies, LLC DYNF ($54.94) Holding Chart
Insight Wealth Strategies, LLC DYNF ($54.94) 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 % | |||
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