Kiker Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Kiker Wealth Management, LLC

$147 Billion
Q1 2025

A detailed history of Kiker Wealth Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kiker Wealth Management, LLC holds 302 shares of DUSA stock, worth $13,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares

302

Holding current value

$13,043

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$41.58 - $46.14 $12,557 - $13,934	302 New	302 $12.8 Million

Others Institutions Holding DUSA

# of Institutions

Shares Held

12.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.93M
Shares

$170 Million
0.01% of portfolio
Chris Davis Davis Selected Advisers | Tucson, Az

3.38M
Shares

$146 Million
0.85% of portfolio
Kestra Advisory Services, LLC

865K
Shares

$37.3 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

657K
Shares

$28.4 Million
0.0% of portfolio
Ubs Group Ag

396K
Shares

$17.1 Million
0.0% of portfolio

View Full List

About DAVIS FUNDAMENTAL ETF TR

Ticker DUSA
Sector ETFs
Industry ETFs

More about DUSA

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Kiker Wealth Management, LLC Davis Fundamental ETF Tr Transaction History