Atria Wealth Solutions’s IDX Dynamic Innovation ETF DYNI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,645
Closed -$430K 1570
2025
Q1
$430K Sell
16,645
-816
-5% -$21.1K 0.01% 1260
2024
Q4
$489K Sell
17,461
-2,730
-14% -$76.5K 0.01% 1274
2024
Q3
$567K Sell
20,191
-86,914
-81% -$2.44M 0.01% 1176
2024
Q2
$3.08M Sell
107,105
-85,896
-45% -$2.47M 0.03% 480
2024
Q1
$5.65M Buy
+193,001
New +$5.65M 0.06% 304