Spectrum Planning & Advisory Services Inc. DYNF Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 153,935.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $7.51 Mil. This investment constitutes 6.25% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.05% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q2. And since then Spectrum Planning & Advisory Services Inc. has made 4 purchases of DYNF, at an average price of $45.71, for a total of 153,935.00 shares. Based on historical transaction data and DYNF's current price of $55.06, Spectrum Planning & Advisory Services Inc.'s estimated gain on his DYNF holdings is $1.44 Mil, reflecting a 20.46% gain to date.
Spectrum Planning & Advisory Services Inc. DYNF ($55.06) Holding Chart
Spectrum Planning & Advisory Services Inc. DYNF ($55.06) 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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