True Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 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 4,851 shares of DYNF stock, worth $252,543. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,851
Previous 6,130
20.86%
Holding current value
$252,543
Previous $287,000
16.72%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
425Shares Held
233MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.45 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$710 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$517 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$461 Million1.88% of portfolio