Castle Wealth Management LLC Blackrock ETF Tr U S Equity Fa Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Castle Wealth Management LLC holds 47,325 shares of DYNF stock, worth $2.84 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
47,325
Previous 45,494
4.02%
Holding current value
$2.84 Million
Previous $2.48 Million
13.08%
% of portfolio
1.31%
Previous 1.29%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
683Shares Held
455MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc111MShares$6.66 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.9MShares$2.45 Billion0.76% of portfolio
-
Jpmorgan Chase & CO New York, NY22.9MShares$1.37 Billion0.09% of portfolio
-
First Command Advisory Services, Inc.22.5MShares$1.35 Billion9.75% of portfolio
-
Morgan Stanley New York, NY14.7MShares$883 Million0.05% of portfolio