Number of Shares
398,718.00
Current Holdings Value*
$19.44 Mil
% of Portfolio
0.32%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
10.60%

KESTRA PRIVATE WEALTH SERVICES, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 398,718.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $19.44 Mil. This investment constitutes 0.32% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.12% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 3 purchases of DYNF, at an average price of $49.78, for a total of 398,718.00 shares. Based on historical transaction data and DYNF's current price of $55.06, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his DYNF holdings is $2.10 Mil, reflecting a 10.60% gain to date.

KESTRA PRIVATE WEALTH SERVICES, LLC DYNF ($55.06) Holding Chart

KESTRA PRIVATE WEALTH SERVICES, LLC DYNF ($55.06) 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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