Shared Vision Wealth Group LLC DYNF Holdings History
Shared Vision Wealth Group LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 120,661.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $5.88 Mil. This investment constitutes 3.21% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Shared Vision Wealth Group LLC has made 4 purchases of DYNF, at an average price of $42.62, for a total of 122,631.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 1,970.00 shares. Based on historical transaction data and DYNF's current price of $54.94, Shared Vision Wealth Group LLC's estimated gain on his DYNF holdings is $1.50 Mil, reflecting a 28.79% gain to date.
Shared Vision Wealth Group LLC DYNF ($54.94) Holding Chart
Shared Vision Wealth Group LLC DYNF ($54.94) 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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