Number of Shares
439,551.00
Current Holdings Value*
$21.43 Mil
% of Portfolio
4.25%
Total Estimate Gain
$5.34 Mil
% of Total Estimate Gain
27.25%

Security Financial Services, INC.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 439,551.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $21.43 Mil. This investment constitutes 4.25% of their stock portfolio, and Security Financial Services, INC. now holds 0.14% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Security Financial Services, INC. has made 4 purchases of DYNF, at an average price of $42.90, for a total of 456,816.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 17,265.00 shares. Based on historical transaction data and DYNF's current price of $54.71, Security Financial Services, INC.'s estimated gain on his DYNF holdings is $5.34 Mil, reflecting a 27.25% gain to date.

Security Financial Services, INC. DYNF ($54.71) Holding Chart

Security Financial Services, INC. DYNF ($54.71) 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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