Ever Source Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 29,974 shares of DYNF stock, worth $1.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,974

Previous 33,955 11.72%

Holding current value

$1.77 Million

Previous $1.66 Million 1.39%

% of portfolio

0.08%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$43.53 - $54.46 $173,292 - $216,805	-3,981 Reduced 11.72%	29,974 $1.63 Million
Q1 2025 May 13, 2025	BUY	$48.06 - $53.73 $606,324 - $677,857	12,616 Added 59.12%	33,955 $1.66 Million
Q4 2024 Feb 07, 2025	SELL	$49.03 - $53.35 $14,905 - $16,218	-304 Reduced 1.4%	21,339 $1.09 Million
Q3 2024 Nov 08, 2024	SELL	$44.24 - $49.47 $395,505 - $442,261	-8,940 Reduced 29.23%	21,643 $1.07 Million
Q2 2024 Aug 13, 2024	BUY	$42.0 - $47.28 $754,488 - $849,337	17,964 Added 142.36%	30,583 $1.44 Million
Q1 2024 Jun 11, 2024	BUY	$38.54 - $44.62 $486,336 - $563,059	12,619 New	12,619 $560,000

Others Institutions Holding DYNF

# of Institutions

632

Shares Held

341M

Call Options Held

Put Options Held

View Full List

About BLACKROCK ETF TR U S EQUITY FA

Ticker DYNF
Sector ETFs
Industry ETFs

More about DYNF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History