Liberty Wealth Management LLC Blackrock ETF Tr U S Equity Fa Transaction History
Liberty Wealth Management LLC
- $504 Million
- Q1 2025
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 429,888 shares of DYNF stock, worth $23.8 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
429,888
Previous 1,461,592
70.59%
Holding current value
$23.8 Million
Previous $71.3 Million
70.59%
% of portfolio
4.16%
Previous 1.25%
Shares
6 transactions
Others Institutions Holding DYNF
# of Institutions
593Shares Held
314MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.81 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.57 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.03 Billion0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$552 Million0.04% of portfolio
-
Cwm, LLC8.02MShares$444 Million1.56% of portfolio