Icon Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
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 704,995 shares of DYNF stock, worth $37.8 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
704,995
Previous 735,607
4.16%
Holding current value
$37.8 Million
Previous $36.4 Million
0.69%
% of portfolio
3.03%
Previous 3.09%
Shares
5 transactions
Others Institutions Holding DYNF
# of Institutions
517Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.49 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.34 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$936 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$521 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$452 Million1.79% of portfolio