Financial Advocates Investment Management Davis Fundamental ETF Tr Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
A detailed history of Financial Advocates Investment Management transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 8,996 shares of DUSA stock, worth $369,825. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,996
Previous 8,921
0.84%
Holding current value
$369,825
Previous $371,000
1.89%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding DUSA
# of Institutions
78Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.58MShares$147 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$139 Million0.85% of portfolio
-
Kestra Advisory Services, LLC846KShares$34.8 Million0.21% of portfolio
-
Ubs Group Ag382KShares$15.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$12.3 Million0.0% of portfolio