SWP FINANCIAL LLC DYNF Holdings History
SWP FINANCIAL LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 135,010.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $6.58 Mil. This investment constitutes 4.02% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. And since then SWP FINANCIAL LLC has made 2 purchases of DYNF, at an average price of $51.50, for a total of 135,010.00 shares. Based on historical transaction data and DYNF's current price of $54.21, SWP FINANCIAL LLC's estimated gain on his DYNF holdings is $365,578.93, reflecting a 5.26% gain to date.
SWP FINANCIAL LLC DYNF ($54.21) Holding Chart
SWP FINANCIAL LLC DYNF ($54.21) 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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