Aufman Associates Inc Davis Fundamental ETF Tr Transaction History
Aufman Associates Inc
- $146 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DUSA
# of Institutions
78Shares Held
12.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.93MShares$170 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$147 Million0.85% of portfolio
-
Kestra Advisory Services, LLC865KShares$37.5 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC657KShares$28.5 Million0.0% of portfolio
-
Ubs Group Ag396KShares$17.2 Million0.0% of portfolio