MA Private Wealth DYNF Holdings History
Number of Shares
814,907.00
Current Holdings Value*
$39.73 Mil
% of Portfolio
7.47%
Total Estimate Gain
$5.81 Mil
% of Total Estimate Gain
14.92%
MA Private Wealth's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 814,907.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $39.73 Mil. This investment constitutes 7.47% of their stock portfolio, and MA Private Wealth now holds 0.25% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q2. And since then MA Private Wealth has made 4 purchases of DYNF, at an average price of $47.81, for a total of 814,907.00 shares. Based on historical transaction data and DYNF's current price of $54.94, MA Private Wealth's estimated gain on his DYNF holdings is $5.81 Mil, reflecting a 14.92% gain to date.
MA Private Wealth DYNF ($54.94) Holding Chart
MA Private Wealth 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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