SAGESPRING WEALTH PARTNERS, LLC DYNF Holdings History
SAGESPRING WEALTH PARTNERS, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 4.96 Mil shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $241.83 Mil. This investment constitutes 6.1% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 1.58% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. And since then SAGESPRING WEALTH PARTNERS, LLC has made 1 purchases of DYNF, at an average price of $51.50, for a total of 4.96 Mil shares. Based on historical transaction data and DYNF's current price of $55.91, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his DYNF holdings is $21.87 Mil, reflecting a 8.56% gain to date.
SAGESPRING WEALTH PARTNERS, LLC DYNF ($55.91) Holding Chart
SAGESPRING WEALTH PARTNERS, LLC DYNF ($55.91) 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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