Wealth Plan Investment Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,625 shares of DYNF stock, worth $950,937. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,625
Previous 99,595
84.31%
Holding current value
$950,937
Previous $5.42 Million
82.94%
% of portfolio
0.07%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
654Shares Held
375MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc71.2MShares$4.34 Billion1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.2MShares$1.96 Billion0.62% of portfolio
-
First Command Advisory Services, Inc.22.5MShares$1.37 Billion9.75% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.13 Billion0.07% of portfolio
-
Morgan Stanley New York, NY12.5MShares$761 Million0.05% of portfolio