Summit Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,213 shares of DYNF stock, worth $433,892. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,213
Previous 5,707
43.91%
Holding current value
$433,892
Previous $282 Million
49.09%
% of portfolio
0.09%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
490Shares Held
249MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.5 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$720 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$524 Million1.76% of portfolio
-
Cwm, LLC8.42MShares$445 Million1.79% of portfolio