Peninsula Wealth, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Peninsula Wealth, LLC holds 15,835 shares of DYNF stock, worth $824,211. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,835
Previous 11,957
32.43%
Holding current value
$824,211
Previous $561,000
39.57%
% of portfolio
0.14%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
437Shares Held
235MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.45 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$710 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$517 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$461 Million1.88% of portfolio