Number of Shares
332,902.00
Current Holdings Value*
$16.23 Mil
% of Portfolio
2.88%
Total Estimate Gain
$4.72 Mil
% of Total Estimate Gain
34.38%

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

As of 2025-03-31, PAX Financial Group, LLC held 332,902.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $16.23 Mil. This investment constitutes 2.88% of their stock portfolio, and PAX Financial Group, LLC now holds 0.1% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2023Q4. And since then PAX Financial Group, LLC has made 6 purchases of DYNF, at an average price of $41.22, for a total of 332,902.00 shares. Based on historical transaction data and DYNF's current price of $55.39, PAX Financial Group, LLC's estimated gain on his DYNF holdings is $4.72 Mil, reflecting a 34.38% gain to date.

PAX Financial Group, LLC DYNF ($55.39) Holding Chart

PAX Financial Group, LLC DYNF ($55.39) 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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