Summit Investment Advisory Services, LLC Davis Fundamental ETF Tr Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,983 shares of DUSA stock, worth $340,874. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,983
Previous 7,983 -0.0%
Holding current value
$340,874
Previous $333 Million 1.03%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$37.9 - $42.15 $302,555 - $336,483
7,983 New
7,983 $333 Million
Q1 2024

Apr 18, 2024
SELL
$34.77 - $40.37 $5,424 - $6,297
-156 Reduced 1.89%
8,107 $327 Million
Q4 2023

Jan 18, 2024
BUY
$30.18 - $36.37 $4,557 - $5,491
151 Added 1.86%
8,263 $291 Million
Q3 2023

Oct 10, 2023
BUY
$31.44 - $34.13 $47,317 - $51,365
1,505 Added 22.78%
8,112 $256 Million
Q2 2023

Jul 26, 2023
BUY
$28.27 - $32.04 $186,779 - $211,688
6,607 New
6,607 $212 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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