Wells Financial Advisors Inc Blackrock ETF Tr U S Equity Fa Transaction History
Wells Financial Advisors Inc
- $71.4 Million
- Q2 2025
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 24,035 shares of DYNF stock, worth $1.35 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
24,035
Previous 24,135
0.41%
Holding current value
$1.35 Million
Previous $1.18 Million
11.22%
% of portfolio
1.83%
Previous 1.65%
Shares
5 transactions
Others Institutions Holding DYNF
# of Institutions
600Shares Held
314MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.85 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.58 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.04 Billion0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$558 Million0.04% of portfolio
-
Cwm, LLC7.86MShares$440 Million1.51% of portfolio