Wealth Group Ltd DYNF Holdings History
Wealth Group Ltd's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Wealth Group Ltd held 151,054.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $8.23 Mil. This investment constitutes 2.09% of their stock portfolio, and Wealth Group Ltd now holds 0.04% 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 2 purchases of DYNF, at an average price of $50.41, for a total of 151,054.00 shares. Based on historical transaction data and DYNF's current price of $55.30, Wealth Group Ltd's estimated gain on his DYNF holdings is $738,479.35, reflecting a 9.70% gain to date.
Wealth Group Ltd DYNF ($55.30) Holding Chart
Wealth Group Ltd 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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