Kelly Financial Services LLC DYNF Holdings History
Kelly Financial Services LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 358,201.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $17.47 Mil. This investment constitutes 6.07% of their stock portfolio, and Kelly Financial Services LLC now holds 0.11% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Kelly Financial Services LLC has made 4 purchases of DYNF, at an average price of $42.57, for a total of 359,234.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 1,033.00 shares. Based on historical transaction data and DYNF's current price of $55.12, Kelly Financial Services LLC's estimated gain on his DYNF holdings is $4.50 Mil, reflecting a 29.44% gain to date.
Kelly Financial Services LLC DYNF ($55.12) Holding Chart
Kelly Financial Services LLC DYNF ($55.12) 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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