WATERSHED PRIVATE WEALTH LLC DYNF Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, WATERSHED PRIVATE WEALTH LLC held 214,191.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $10.44 Mil. This investment constitutes 4.18% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.07% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then WATERSHED PRIVATE WEALTH LLC has made 4 purchases of DYNF, at an average price of $42.82, for a total of 220,414.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 6,223.00 shares. Based on historical transaction data and DYNF's current price of $55.71, WATERSHED PRIVATE WEALTH LLC's estimated gain on his DYNF holdings is $2.81 Mil, reflecting a 29.81% gain to date.
WATERSHED PRIVATE WEALTH LLC DYNF ($55.71) Holding Chart
WATERSHED PRIVATE WEALTH LLC DYNF ($55.71) 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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