Liberty Wealth Management LLC Blackrock ETF Tr U S Equity Fa Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Liberty Wealth Management LLC holds 405,740 shares of DYNF stock, worth $19.7 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
405,740
Previous 396,741
2.27%
Holding current value
$19.7 Million
Previous $19.6 Million
5.97%
% of portfolio
3.6%
Previous 3.45%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
525Shares Held
272MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.16 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.22 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$848 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$472 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$410 Million1.79% of portfolio