WCG Wealth Advisors LLC DYNF Holdings History
WCG Wealth Advisors LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held - shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling N/A. This investment constitutes 0% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then WCG Wealth Advisors LLC has made 4 purchases of DYNF, at an average price of $44.70, for a total of 180,928.00 shares. In addition, there have been 1 sales at an average price of $51.40 for 180,928.00 shares. Based on historical transaction data and DYNF's current price of $55.30, WCG Wealth Advisors LLC's estimated gain on his DYNF holdings is $1.21 Mil, reflecting a 14.98% gain to date.
WCG Wealth Advisors LLC DYNF ($55.30) Holding Chart
WCG Wealth Advisors 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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