Octavia Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,866 shares of DYNF stock, worth $275,756. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,866
Previous 4,312
12.85%
Holding current value
$275,756
Previous $208,000
27.4%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
606Shares Held
320MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc71.2MShares$4.04 Billion1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.6 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.05 Billion0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$565 Million0.04% of portfolio
-
Cwm, LLC7.86MShares$446 Million1.51% of portfolio