Summit Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 5,707 shares of DYNF stock, worth $298,476. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,707
Previous 5,536
3.09%
Holding current value
$298,476
Previous $260 Million
8.65%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
422Shares Held
228MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.46 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$713 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$519 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$463 Million1.88% of portfolio