Legacy Financial Group LLC DYNF Holdings History
Legacy Financial Group LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 398,067.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $21.68 Mil. This investment constitutes 3.03% of their stock portfolio, and Legacy Financial Group 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 Legacy Financial Group LLC has made 5 purchases of DYNF, at an average price of $45.01, for a total of 400,747.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 2,680.00 shares. Based on historical transaction data and DYNF's current price of $55.22, Legacy Financial Group LLC's estimated gain on his DYNF holdings is $4.08 Mil, reflecting a 22.61% gain to date.
Legacy Financial Group LLC DYNF ($55.22) Holding Chart
Legacy Financial Group LLC DYNF ($55.22) 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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