Heritage Wealth Architects, Inc. Blackrock ETF Tr U S Equity Fa Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 177,829 shares of DYNF stock, worth $10.5 Million. This represents 6.48% of its overall portfolio holdings.
Number of Shares
177,829
Previous 149,631
18.85%
Holding current value
$10.5 Million
Previous $8.15 Billion
29.19%
% of portfolio
6.48%
Previous 6.0%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
636Shares Held
347MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc71.2MShares$4.2 Billion1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.2MShares$1.9 Billion0.62% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.1 Billion0.07% of portfolio
-
Morgan Stanley New York, NY12.5MShares$738 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.02MShares$532 Million0.13% of portfolio