Shared Vision Wealth Group LLC Blackrock ETF Tr U S Equity Fa Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 116,845 shares of DYNF stock, worth $5.46 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
116,845
Previous 102,218
14.31%
Holding current value
$5.46 Million
Previous $4.54 Billion
20.85%
% of portfolio
3.19%
Previous 2.83%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
338Shares Held
172MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc57.1MShares$2.67 Billion0.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$625 Million0.33% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.63MShares$450 Million1.73% of portfolio
-
Jpmorgan Chase & CO New York, NY9.37MShares$438 Million0.04% of portfolio
-
Cwm, LLC8.88MShares$415 Million1.97% of portfolio