Physician Wealth Advisors, Inc. DYNF Holdings History
Physician Wealth Advisors, Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 400,505.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $21.81 Mil. This investment constitutes 3.43% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.11% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Physician Wealth Advisors, Inc. has made 5 purchases of DYNF, at an average price of $43.15, for a total of 406,746.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 6,241.00 shares. Based on historical transaction data and DYNF's current price of $55.58, Physician Wealth Advisors, Inc.'s estimated gain on his DYNF holdings is $5.03 Mil, reflecting a 28.65% gain to date.
Physician Wealth Advisors, Inc. DYNF ($55.58) Holding Chart
Physician Wealth Advisors, Inc. DYNF ($55.58) 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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