Wetzel Investment Advisors, Inc. Davis Fundamental ETF Tr Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 470 shares of DFNL stock, worth $17,061. This represents 0.01% of its overall portfolio holdings.
Number of Shares
470
Previous 470
-0.0%
Holding current value
$17,061
Previous $15,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
46Shares Held
4.14MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$77.3 Million0.41% of portfolio
-
Morgan Stanley New York, NY789KShares$28.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC216KShares$7.84 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$5.3 Million0.0% of portfolio
-
Next Level Private LLC Harrison, NY81.9KShares$2.97 Million1.3% of portfolio