Number of Shares
267,860.00
Current Holdings Value*
$13.06 Mil
% of Portfolio
3.4%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
19.36%

Stonebrook Private Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Stonebrook Private Inc. held 267,860.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $13.06 Mil. This investment constitutes 3.4% of their stock portfolio, and Stonebrook Private Inc. now holds 0.08% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Stonebrook Private Inc. has made 5 purchases of DYNF, at an average price of $46.45, for a total of 267,860.00 shares. Based on historical transaction data and DYNF's current price of $55.45, Stonebrook Private Inc.'s estimated gain on his DYNF holdings is $2.41 Mil, reflecting a 19.36% gain to date.

Stonebrook Private Inc. DYNF ($55.45) Holding Chart

Stonebrook Private Inc. DYNF ($55.45) 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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