Purchases and Sales Made in Q4 2024 in Davis Fundamental ETF Tr (DUSA)
This table provides information about the institutional ownership of Davis Fundamental ETF Tr (DUSA) during Q4 2024. The information is specifically focused on institutions that hold shares of DAVIS FUNDAMENTAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41.5K+ 18.65% |
$1.7M - $1.87M
|
264K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
28.1K+ 21.58% |
$1.15M - $1.27M
|
158K
$7.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.68KNew |
$273K - $301K
|
6.68K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.73K+ 4.48% |
$153K - $168K
|
87K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.04K+ 5.03% |
$42.4K - $46.7K
|
21.6K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 0.86% |
$982 - $1.08K
|
2.83K
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-918- 5.95% |
$37.6K - $41.4K
|
14.5K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7.37K- 7.58% |
$302K - $332K
|
89.9K
$4M
|