True Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,836 shares of DYNF stock, worth $252,487. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,836
Previous 4,851
0.31%
Holding current value
$252,487
Previous $239,000
3.35%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
455Shares Held
239MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.46 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$712 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$518 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$462 Million1.88% of portfolio