Form Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Form Wealth Advisors, LLC
- $827 Billion
- Q2 2025
A detailed history of Form Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 2,285,263 shares of DYNF stock, worth $128 Million. This represents 15.06% of its overall portfolio holdings.
Number of Shares
2,285,263
Previous 1,552,109
47.24%
Holding current value
$128 Million
Previous $75.7 Billion
64.45%
% of portfolio
15.06%
Previous 10.28%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
595Shares Held
313MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.86 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.59 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.04 Billion0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$559 Million0.04% of portfolio
-
Cwm, LLC7.86MShares$441 Million1.51% of portfolio