UNIQUE WEALTH, LLC DYNF Holdings History

Number of Shares
272,546.00
Current Holdings Value*
$13.29 Mil
% of Portfolio
2.51%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
8.93%

UNIQUE WEALTH, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, UNIQUE WEALTH, LLC held 272,546.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $13.29 Mil. This investment constitutes 2.51% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.09% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q3. And since then UNIQUE WEALTH, LLC has made 3 purchases of DYNF, at an average price of $50.31, for a total of 272,546.00 shares. Based on historical transaction data and DYNF's current price of $54.80, UNIQUE WEALTH, LLC's estimated gain on his DYNF holdings is $1.22 Mil, reflecting a 8.93% gain to date.

UNIQUE WEALTH, LLC DYNF ($54.80) Holding Chart

UNIQUE WEALTH, LLC DYNF ($54.80) 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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