Wells Financial Advisors Inc Blackrock ETF Tr U S Equity Fa Transaction History
Wells Financial Advisors Inc
- $71.1 Million
- Q1 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 24,135 shares of DYNF stock, worth $1.25 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
24,135
Previous 23,935
0.84%
Holding current value
$1.25 Million
Previous $1.23 Million
4.08%
% of portfolio
1.65%
Previous 1.69%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
575Shares Held
310MCall Options Held
0Put Options Held
320-
Envestnet Asset Management Inc68.7MShares$3.56 Billion1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.3MShares$1.47 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY18.6MShares$964 Million0.07% of portfolio
-
Morgan Stanley New York, NY9.96MShares$516 Million0.04% of portfolio
-
Cwm, LLC8.02MShares$416 Million1.56% of portfolio