Andesa Financial Management Inc. Davis Fundamental ETF Tr Transaction History

Andesa Financial Management Inc.

  • $338 Million
  • Q1 2023

A detailed history of Andesa Financial Management Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Andesa Financial Management Inc. holds 152,620 shares of DUSA stock, worth $6.85 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
152,620
Previous 69,468 119.7%
Holding current value
$6.85 Million
Previous $1.89 Million 129.89%
% of portfolio
1.28%
Previous 1.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 04, 2023
BUY
$27.18 - $31.22 $2.26 Million - $2.6 Million
83,152 Added 119.7%
152,620 $4.34 Million
Q4 2022

Feb 10, 2023
BUY
$25.35 - $28.89 $1.76 Million - $2.01 Million
69,468 New
69,468 $1.89 Million

Others Institutions Holding DUSA

# of Institutions
75
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DUSA Quotes by TradingView
  • Ticker DUSA
  • Sector ETFs
  • Industry ETFs
More about DUSA
Track This Portfolio

Track Andesa Financial Management Inc. Portfolio

Follow Andesa Financial Management 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 Andesa Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Andesa Financial Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email