One Wealth Management Investment & Advisory Services, LLC Blackrock ETF Tr U S Equity Fa Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$42.0 - $47.28 $1.93 Million - $2.17 Million	45,954 Added 43.54%	151,489 $7.11 Billion
Q1 2024 May 14, 2024	BUY	$38.54 - $44.62 $4.07 Million - $4.71 Million	105,535 New	105,535 $4.69 Billion

Others Institutions Holding DYNF

# of Institutions

438

Shares Held

237M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

66.2M
Shares

$3.48 Billion
1.08% of portfolio
Lpl Financial LLC Fort Mill, SC

20.2M
Shares

$1.06 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

13.6M
Shares

$718 Million
0.06% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

9.93M
Shares

$522 Million
1.76% of portfolio
Cwm, LLC

8.85M
Shares

$466 Million
1.88% of portfolio

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