Retirement Wealth Solutions LLC DYNF Holdings History
Retirement Wealth Solutions LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Retirement Wealth Solutions LLC held 76,803.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.18 Mil. This investment constitutes 3.05% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.02% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. And since then Retirement Wealth Solutions LLC has made 2 purchases of DYNF, at an average price of $51.42, for a total of 76,803.00 shares. Based on historical transaction data and DYNF's current price of $55.85, Retirement Wealth Solutions LLC's estimated gain on his DYNF holdings is $339,945.22, reflecting a 8.61% gain to date.
Retirement Wealth Solutions LLC DYNF ($55.85) Holding Chart
Retirement Wealth Solutions LLC DYNF ($55.85) 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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