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 $20.8 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
405,740
Previous 396,741
2.27%
Holding current value
$20.8 Million
Previous $19.6 Million
5.97%
% of portfolio
3.6%
Previous 3.45%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
521Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.33 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.28 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$894 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$498 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$431 Million1.79% of portfolio