Shore Haven Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 244,953 shares of DYNF stock, worth $12.9 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
244,953
Previous 230,952
6.06%
Holding current value
$12.9 Million
Previous $10.8 Million
11.78%
% of portfolio
5.99%
Previous 5.8%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.48 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$718 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$522 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$466 Million1.88% of portfolio