Aufman Associates Inc Davis Fundamental ETF Tr Transaction History
Aufman Associates Inc
- $155 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DUSA
# of Institutions
76Shares Held
10.5MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$151 Million0.81% of portfolio
-
Morgan Stanley New York, NY2.95MShares$131 Million0.01% of portfolio
-
Kestra Advisory Services, LLC802KShares$35.7 Million0.19% of portfolio
-
Ubs Group Ag402KShares$17.9 Million0.0% of portfolio
-
Next Level Private LLC Harrison, NY264KShares$11.8 Million4.74% of portfolio