Family Wealth Group, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 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 15,586 shares of DYNF stock, worth $810,004. This represents 0.83% of its overall portfolio holdings.
Number of Shares
15,586
Previous 15,756
1.08%
Holding current value
$810,004
Previous $739,000
4.33%
% of portfolio
0.83%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.44 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$709 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$516 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$460 Million1.88% of portfolio