Number of Shares
1.78 Mil
Current Holdings Value*
$86.90 Mil
% of Portfolio
1.3%
Total Estimate Gain
$9.29 Mil
% of Total Estimate Gain
9.38%

Merit Financial Group, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Merit Financial Group, LLC held 1.78 Mil shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $86.90 Mil. This investment constitutes 1.3% of their stock portfolio, and Merit Financial Group, LLC now holds 0.57% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Merit Financial Group, LLC has made 4 purchases of DYNF, at an average price of $49.50, for a total of 2.00 Mil shares. In addition, there have been 1 sales at an average price of $47.64 for 218,970.00 shares. Based on historical transaction data and DYNF's current price of $54.94, Merit Financial Group, LLC's estimated gain on his DYNF holdings is $9.29 Mil, reflecting a 9.38% gain to date.

Merit Financial Group, LLC DYNF ($54.94) Holding Chart

Merit Financial Group, LLC 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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