Wealth Plan Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 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 48,497 shares of DYNF stock, worth $2.57 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
48,497
Previous 51,386
5.62%
Holding current value
$2.57 Million
Previous $2.54 Billion
2.23%
% of portfolio
0.35%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
475Shares Held
241MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.5 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$721 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$525 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$468 Million1.88% of portfolio