SWMG, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 196,108.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $9.45 Mil. This investment constitutes 3.75% of their stock portfolio, and SWMG, LLC now holds 0.06% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then SWMG, LLC has made 3 purchases of DYNF, at an average price of $42.81, for a total of 202,315.00 shares. In addition, there have been 2 sales at an average price of $47.96 for 6,207.00 shares. Based on historical transaction data and DYNF's current price of $55.30, SWMG, LLC's estimated gain on his DYNF holdings is $2.48 Mil, reflecting a 28.66% gain to date.
SWMG, LLC DYNF ($55.30) Holding Chart
SWMG, 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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