Clearstead Trust, LLC Davis Fundamental ETF Tr Transaction History
Clearstead Trust, LLC
- $414 Million
- Q4 2024
A detailed history of Clearstead Trust, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Clearstead Trust, LLC holds 96 shares of DFNL stock, worth $3,509. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 96
-0.0%
Holding current value
$3,509
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
53Shares Held
4.66MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$77.8 Million0.48% of portfolio
-
Morgan Stanley New York, NY855KShares$31.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC305KShares$11.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC148KShares$5.4 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL129KShares$4.72 Million0.01% of portfolio