Capital Planning Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Capital Planning Advisors, LLC
- $621 Million
- Q1 2025
A detailed history of Capital Planning Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 418,343 shares of DYNF stock, worth $21.8 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
418,343
Previous 420,185
0.44%
Holding current value
$21.8 Million
Previous $21.5 Million
5.29%
% of portfolio
3.28%
Previous 3.46%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
575Shares Held
310MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.59 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.48 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$972 Million0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$520 Million0.04% of portfolio
-
Cwm, LLC8.02MShares$419 Million1.56% of portfolio