Mount Yale Investment Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 106,121 shares of DYNF stock, worth $5.59 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
106,121
Previous 107,673
1.44%
Holding current value
$5.59 Million
Previous $5.05 Million
3.86%
% of portfolio
0.51%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.48 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$718 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$522 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$466 Million1.88% of portfolio