Shared Vision Wealth Group LLC Blackrock ETF Tr U S Equity Fa Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 120,764 shares of DYNF stock, worth $6.29 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
120,764
Previous 116,845
3.35%
Holding current value
$6.29 Million
Previous $5.48 Billion
8.92%
% of portfolio
3.19%
Previous 3.19%
Shares
3 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