Modern Wealth Management, LLC Davis Fundamental ETF Tr Put Options Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFNL

# of Institutions

56

Shares Held

4.98M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

2.13M
Shares

$94.8 Million
0.5% of portfolio
Morgan Stanley New York, NY

937K
Shares

$41.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$14.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

192K
Shares

$8.56 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

125K
Shares

$5.56 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DFNL
Sector ETFs
Industry ETFs

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