Mount Yale Investment Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 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 84,106 shares of DYNF stock, worth $4.45 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
84,106
Previous 106,121
20.75%
Holding current value
$4.45 Million
Previous $5.25 Million
17.87%
% of portfolio
0.36%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
470Shares Held
240MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.5 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$722 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$525 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$468 Million1.88% of portfolio