Great Point Wealth Advisors, LLC Davis Fundamental ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $497 Million
- Q3 2025
A detailed history of Great Point Wealth Advisors, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 5,465 shares of DUSA stock, worth $261,664. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,465Holding current value
$261,664% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DUSA
# of Institutions
73Shares Held
14.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.15MShares$199 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$162 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$49.9 Million0.0% of portfolio
-
Kestra Advisory Services, LLC902KShares$43.2 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$33 Million0.01% of portfolio