Wealth Group Ltd DYNF Holdings History

Number of Shares
31,559.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
0.45%
Total Estimate Gain
$108,247.37
% of Total Estimate Gain
6.67%

Wealth Group Ltd's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Wealth Group Ltd held 31,559.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $1.54 Mil. This investment constitutes 0.45% of their stock portfolio, and Wealth Group Ltd now holds 0.01% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2025Q1. And since then Wealth Group Ltd has made 1 purchases of DYNF, at an average price of $51.40, for a total of 31,559.00 shares. Based on historical transaction data and DYNF's current price of $54.83, Wealth Group Ltd's estimated gain on his DYNF holdings is $108,247.37, reflecting a 6.67% gain to date.

Wealth Group Ltd DYNF ($54.83) Holding Chart

Wealth Group Ltd DYNF ($54.83) 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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