Maxwell Wealth Strategies Inc. DYNF Holdings History
Maxwell Wealth Strategies Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 130,749.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $6.70 Mil. This investment constitutes 2.74% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0.05% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Maxwell Wealth Strategies Inc. has made 3 purchases of DYNF, at an average price of $42.72, for a total of 134,276.00 shares. In addition, there have been 1 sales at an average price of $44.74 for 3,527.00 shares. Based on historical transaction data and DYNF's current price of $55.30, Maxwell Wealth Strategies Inc.'s estimated gain on his DYNF holdings is $1.65 Mil, reflecting a 28.81% gain to date.
Maxwell Wealth Strategies Inc. DYNF ($55.30) Holding Chart
Maxwell Wealth Strategies Inc. DYNF ($55.30) 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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