Summit Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,213 shares of DYNF stock, worth $385,436. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,213
Previous 5,707
43.91%
Holding current value
$385,436
Previous $282 Million
49.09%
% of portfolio
0.09%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
534Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.05 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.18 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$819 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$456 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$395 Million1.79% of portfolio