Certus Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Certus Wealth Management, LLC holds 130,395 shares of DYNF stock, worth $6.85 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
130,395
Previous 124,794
4.49%
Holding current value
$6.85 Million
Previous $6.17 Million
8.28%
% of portfolio
4.64%
Previous 4.35%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
517Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.42 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.32 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$917 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$510 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$443 Million1.79% of portfolio