J.W. Cole Advisors, Inc. Davis Fundamental ETF Tr Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 13,544 shares of DFNL stock, worth $530,112. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,544
Previous 13,668
0.91%
Holding current value
$530,112
Previous $453,000
10.38%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding DFNL
# of Institutions
49Shares Held
4.37MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$83.3 Million0.45% of portfolio
-
Morgan Stanley New York, NY783KShares$30.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC269KShares$10.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC148KShares$5.78 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL116KShares$4.54 Million0.01% of portfolio