Trinity Wealth Management, LLC DYNF Holdings History
Trinity Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 75,939.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.14 Mil. This investment constitutes 1.64% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.02% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2025Q2. And since then Trinity Wealth Management, LLC has made 1 purchases of DYNF, at an average price of $50.15, for a total of 75,939.00 shares. Based on historical transaction data and DYNF's current price of $55.30, Trinity Wealth Management, LLC's estimated gain on his DYNF holdings is $391,085.85, reflecting a 10.27% gain to date.
Trinity Wealth Management, LLC DYNF ($55.30) Holding Chart
Trinity Wealth Management, LLC DYNF ($55.30) 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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