Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-5,975.78
% of Total Estimate Gain
-0.12%

Simplicity Wealth,LLC's IDX Dynamic Innovation ETF Holding Summary

As of 2025-03-31, Simplicity Wealth,LLC held - shares of IDX Dynamic Innovation ETF(DYNI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Simplicity Wealth,LLC now holds 0% of the outstanding IDX Dynamic Innovation ETF(DYNI) stock.

The initial trade took place in 2024Q1. And since then Simplicity Wealth,LLC has made 3 purchases of DYNI, at an average price of $27.92, for a total of 183,666.00 shares. In addition, there have been 2 sales at an average price of $27.89 for 183,666.00 shares. Based on historical transaction data and DYNI's current price of $26.28, Simplicity Wealth,LLC's estimated gain on his DYNI holdings is $-5,975.78, reflecting a -0.12% gain to date.

Simplicity Wealth,LLC DYNI ($26.28) Holding Chart

Simplicity Wealth,LLC DYNI ($26.28) 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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