Sowell Financial Services LLC DYNF Holdings History
Sowell Financial Services LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Sowell Financial Services LLC held 161,422.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $8.79 Mil. This investment constitutes 0.36% of their stock portfolio, and Sowell Financial Services LLC now holds 0.05% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Sowell Financial Services LLC has made 4 purchases of DYNF, at an average price of $47.94, for a total of 220,715.00 shares. In addition, there have been 2 sales at an average price of $50.65 for 59,293.00 shares. Based on historical transaction data and DYNF's current price of $55.91, Sowell Financial Services LLC's estimated gain on his DYNF holdings is $1.45 Mil, reflecting a 13.67% gain to date.
Sowell Financial Services LLC DYNF ($55.91) Holding Chart
Sowell Financial Services LLC DYNF ($55.91) 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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