Family Wealth Group, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Family Wealth Group, LLC holds 15,756 shares of DYNF stock, worth $764,481. This represents 0.8% of its overall portfolio holdings.
Number of Shares
15,756
Previous 12,345
27.63%
Holding current value
$764,481
Previous $548,000
34.85%
% of portfolio
0.8%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
386Shares Held
209MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc64.1MShares$3.11 Billion1.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$845 Million0.42% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$638 Million0.05% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.63MShares$467 Million1.73% of portfolio
-
Cwm, LLC8.88MShares$431 Million1.97% of portfolio