Shared Vision Wealth Group LLC Blackrock ETF Tr U S Equity Fa Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 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 118,794 shares of DYNF stock, worth $6.24 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
118,794
Previous 120,764
1.63%
Holding current value
$6.24 Million
Previous $5.97 Billion
1.91%
% of portfolio
3.2%
Previous 3.19%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
517Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.42 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.32 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$917 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$510 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$443 Million1.79% of portfolio