Icon Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Icon Wealth Advisors, LLC
- $1.18 Billion
- Q1 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 760,117 shares of DYNF stock, worth $36.9 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
760,117
Previous 704,995
7.82%
Holding current value
$36.9 Million
Previous $36.1 Million
2.56%
% of portfolio
3.14%
Previous 3.03%
Shares
6 transactions
Others Institutions Holding DYNF
# of Institutions
576Shares Held
310MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc68.7MShares$3.34 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.37 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$904 Million0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$484 Million0.04% of portfolio
-
Cwm, LLC8.02MShares$390 Million1.56% of portfolio