Lodestone Wealth Management LLC Davis Fundamental ETF Tr Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 165 shares of DFNL stock, worth $7,477. This represents 0.0% of its overall portfolio holdings.
Number of Shares
165Holding current value
$7,477% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
55Shares Held
4.83MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$96.5 Million0.52% of portfolio
-
Morgan Stanley New York, NY948KShares$43 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$16.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC199KShares$9.02 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL128KShares$5.79 Million0.01% of portfolio