Number of Shares
350,203.00
Current Holdings Value*
$17.08 Mil
% of Portfolio
6.51%
Total Estimate Gain
$4.68 Mil
% of Total Estimate Gain
30.98%

Keystone Financial Services's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Keystone Financial Services held 350,203.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $17.08 Mil. This investment constitutes 6.51% of their stock portfolio, and Keystone Financial Services 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 Keystone Financial Services has made 4 purchases of DYNF, at an average price of $42.56, for a total of 354,812.00 shares. In addition, there have been 1 sales at an average price of $47.64 for 4,609.00 shares. Based on historical transaction data and DYNF's current price of $55.85, Keystone Financial Services's estimated gain on his DYNF holdings is $4.68 Mil, reflecting a 30.98% gain to date.

Keystone Financial Services DYNF ($55.85) Holding Chart

Keystone Financial Services 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 %

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