Mount Yale Investment Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 85,699 shares of DYNF stock, worth $3.94 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
85,699
Previous 84,106
1.89%
Holding current value
$3.94 Million
Previous $4.31 Million
3.09%
% of portfolio
0.38%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DYNF
# of Institutions
540Shares Held
276MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$2.99 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.15 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$802 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$446 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$387 Million1.79% of portfolio