WJ Wealth Management, LLC DYNF Holdings History
WJ Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 232,756.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $11.35 Mil. This investment constitutes 4.01% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.07% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q3. And since then WJ Wealth Management, LLC has made 2 purchases of DYNF, at an average price of $47.76, for a total of 236,285.00 shares. In addition, there have been 1 sales at an average price of $51.40 for 3,529.00 shares. Based on historical transaction data and DYNF's current price of $55.62, WJ Wealth Management, LLC's estimated gain on his DYNF holdings is $1.84 Mil, reflecting a 16.32% gain to date.
WJ Wealth Management, LLC DYNF ($55.62) Holding Chart
WJ Wealth Management, LLC DYNF ($55.62) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
