Wealth Plan Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 51,386 shares of DYNF stock, worth $2.7 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
51,386
Previous 52,339
1.82%
Holding current value
$2.7 Million
Previous $2.46 Billion
3.47%
% of portfolio
0.34%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.48 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$717 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$522 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$465 Million1.88% of portfolio