Kingswood Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,373 shares of DYNF stock, worth $760,187. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,373
Previous 12,993
10.62%
Holding current value
$760,187
Previous $643 Million
14.6%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
471Shares Held
240MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.5 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$721 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$525 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$468 Million1.88% of portfolio