Shore Haven Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 239,769 shares of DYNF stock, worth $12.5 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
239,769
Previous 244,953
2.12%
Holding current value
$12.5 Million
Previous $12.1 Million
1.43%
% of portfolio
6.06%
Previous 5.99%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
523Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.39 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.31 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$910 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$507 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$439 Million1.79% of portfolio