Ridgeline Wealth Planning, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 80,007 shares of DYNF stock, worth $4.04 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
80,007Holding current value
$4.04 Million% of portfolio
3.92%Shares
1 transactions
Others Institutions Holding DYNF
# of Institutions
523Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.28 Billion1.11% of portfolio
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Lpl Financial LLC Fort Mill, SC25.1MShares$1.27 Billion0.54% of portfolio
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Jpmorgan Chase & CO New York, NY17.5MShares$881 Million0.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$491 Million1.79% of portfolio
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Cwm, LLC8.42MShares$425 Million1.79% of portfolio