Number of Shares
132,529
Previous 96,772 36.95%
Holding current value
$3.65 Billion
Previous $2.65 Billion 37.67%
% of portfolio
3.19%
Previous 2.48%

Shares

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

Oct 09, 2024

BUY
N/A
35,757 Added 36.95%
132,529 $3.65 Billion
Q2 2024

Jul 30, 2024

BUY
N/A
96,772 New
96,772 $2.65 Billion
Track This Portfolio

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.