Number of Shares
86,563.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
1.63%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
22.83%

My Legacy Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, My Legacy Advisors, LLC held 86,563.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.22 Mil. This investment constitutes 1.63% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.03% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then My Legacy Advisors, LLC has made 3 purchases of DYNF, at an average price of $42.57, for a total of 139,603.00 shares. In addition, there have been 2 sales at an average price of $47.75 for 53,040.00 shares. Based on historical transaction data and DYNF's current price of $55.06, My Legacy Advisors, LLC's estimated gain on his DYNF holdings is $1.36 Mil, reflecting a 22.83% gain to date.

My Legacy Advisors, LLC DYNF ($55.06) Holding Chart

My Legacy Advisors, LLC DYNF ($55.06) 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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