Family Wealth Group, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Family Wealth Group, LLC holds 15,586 shares of DYNF stock, worth $755,141. This represents 0.83% of its overall portfolio holdings.
Number of Shares
15,586
Previous 15,756
1.08%
Holding current value
$755,141
Previous $739,000
4.33%
% of portfolio
0.83%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
526Shares Held
272MCall 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