Wells Financial Advisors Inc Blackrock ETF Tr U S Equity Fa Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Wells Financial Advisors Inc holds 44,895 shares of DYNF stock, worth $2.27 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
44,895Holding current value
$2.27 Million% of portfolio
1.43%Shares
1 transactions
Others Institutions Holding DYNF
# of Institutions
408Shares Held
221MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc64.1MShares$3.25 Billion1.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$882 Million0.42% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$666 Million0.05% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.63MShares$488 Million1.73% of portfolio
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Cwm, LLC8.85MShares$448 Million1.88% of portfolio