Spire Wealth Management Davis Fundamental ETF Tr Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 2,825 shares of DUSA stock, worth $125,147. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,825
Previous 2,801 0.86%
Holding current value
$125,147
Previous $116,000 1.72%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$40.91 - $45.07 $981 - $1,081
24 Added 0.86%
2,825 $118,000
Q3 2024

Oct 15, 2024
SELL
$37.9 - $42.15 $947 - $1,053
-25 Reduced 0.88%
2,801 $116,000
Q4 2023

Feb 06, 2024
BUY
$30.18 - $36.37 $2,776 - $3,346
92 Added 3.37%
2,826 $99,000
Q3 2023

Nov 08, 2023
BUY
$31.44 - $34.13 $85,956 - $93,311
2,734 New
2,734 $86,000
Q2 2022

Jul 22, 2022
SELL
$26.84 - $33.28 $924,933 - $1.15 Million
-34,461 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$30.43 - $36.27 $50,939 - $60,715
-1,674 Reduced 4.63%
34,461 $1.14 Million
Q4 2021

Jan 14, 2022
SELL
$33.26 - $36.01 $52,317 - $56,643
-1,573 Reduced 4.17%
36,135 $1.24 Million
Q3 2021

Oct 22, 2021
SELL
$33.65 - $35.71 $20,190 - $21,426
-600 Reduced 1.57%
37,708 $1.28 Million
Q2 2021

Jul 26, 2021
SELL
$33.5 - $36.21 $22,378 - $24,188
-668 Reduced 1.71%
38,308 $1.35 Million
Q1 2021

May 21, 2021
BUY
$28.98 - $33.13 $1.13 Million - $1.29 Million
38,976 New
38,976 $1.29 Million

Others Institutions Holding DUSA

# of Institutions
77
Shares Held
11.6M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DUSA Quotes by TradingView
  • Ticker DUSA
  • Sector ETFs
  • Industry ETFs
More about DUSA
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