Triad Wealth Partners, LLC DYNF Holdings History
Triad Wealth Partners, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 283,546.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $15.44 Mil. This investment constitutes 3.12% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.08% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q2. And since then Triad Wealth Partners, LLC has made 5 purchases of DYNF, at an average price of $50.98, for a total of 283,546.00 shares. Based on historical transaction data and DYNF's current price of $55.91, Triad Wealth Partners, LLC's estimated gain on his DYNF holdings is $1.40 Mil, reflecting a 9.67% gain to date.
Triad Wealth Partners, LLC DYNF ($55.91) Holding Chart
Triad Wealth Partners, 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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