Wells Financial Advisors Inc Blackrock ETF Tr U S Equity Fa Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Wells Financial Advisors Inc holds 16,804 shares of DYNF stock, worth $890,107. This represents 1.14% of its overall portfolio holdings.
Number of Shares
16,804
Previous 44,895
62.57%
Holding current value
$890,107
Previous $2.11 Million
60.56%
% of portfolio
1.14%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
484Shares Held
246MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.51 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.07 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$722 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$526 Million1.76% of portfolio
-
Cwm, LLC8.42MShares$446 Million1.79% of portfolio