Madison Wealth Partners, Inc DYNF Holdings History
Madison Wealth Partners, Inc's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 458,924.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $22.38 Mil. This investment constitutes 5.52% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.15% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2025Q1. And since then Madison Wealth Partners, Inc has made 1 purchases of DYNF, at an average price of $51.40, for a total of 458,924.00 shares. Based on historical transaction data and DYNF's current price of $54.80, Madison Wealth Partners, Inc's estimated gain on his DYNF holdings is $1.56 Mil, reflecting a 6.61% gain to date.
Madison Wealth Partners, Inc DYNF ($54.80) Holding Chart
Madison Wealth Partners, Inc DYNF ($54.80) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
