Capital Planning Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 2024
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 420,185 shares of DYNF stock, worth $22.2 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
420,185
Previous 347,666
20.86%
Holding current value
$22.2 Million
Previous $17.2 Million
25.23%
% of portfolio
3.46%
Previous 2.69%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
490Shares Held
249MCall 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$720 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$524 Million1.76% of portfolio
-
Cwm, LLC8.42MShares$445 Million1.79% of portfolio