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 $239,333. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,836
Previous 4,851
0.31%
Holding current value
$239,333
Previous $239,000
3.35%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
524Shares Held
272MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.22 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.24 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$864 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$481 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$417 Million1.79% of portfolio