Wells Financial Advisors Inc Blackrock ETF Tr U S Equity Fa Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 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 23,935 shares of DYNF stock, worth $1.16 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
23,935
Previous 16,804
42.44%
Holding current value
$1.16 Million
Previous $831,000
47.53%
% of portfolio
1.69%
Previous 1.14%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
531Shares Held
274MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.15 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.22 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$846 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$471 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$408 Million1.79% of portfolio