Ridgeline Wealth Planning, LLC DYNF Holdings History
Ridgeline Wealth Planning, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 84,512.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.12 Mil. This investment constitutes 4.05% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.03% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of DYNF, at an average price of $51.50, for a total of 84,512.00 shares. Based on historical transaction data and DYNF's current price of $55.30, Ridgeline Wealth Planning, LLC's estimated gain on his DYNF holdings is $320,796.03, reflecting a 7.37% gain to date.
Ridgeline Wealth Planning, LLC DYNF ($55.30) Holding Chart
Ridgeline Wealth Planning, LLC DYNF ($55.30) 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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