Wells Financial Advisors Inc Blackrock ETF Tr U S Equity Fa Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 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 $1.42 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
24,035
Previous 24,035
-0.0%
Holding current value
$1.42 Million
Previous $1.31 Million
8.72%
% of portfolio
1.97%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding DYNF
# of Institutions
636Shares Held
347MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc71.2MShares$4.2 Billion1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.2MShares$1.9 Billion0.62% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$1.1 Billion0.07% of portfolio
-
Morgan Stanley New York, NY12.5MShares$738 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.02MShares$532 Million0.13% of portfolio