ONE WEALTH CAPITAL MANAGEMENT, LLC DYNF Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 140,224.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $6.84 Mil. This investment constitutes 3.67% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $51.40 for 3,217.00 shares. Based on historical transaction data and DYNF's current price of $55.45, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his DYNF holdings is $552,128.69, reflecting a 7.47% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC DYNF ($55.45) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC DYNF ($55.45) 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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