Avantax Advisory Services, Inc. Davis Fundamental ETF Tr Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
Shares
3 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$152 Million0.81% of portfolio
-
Morgan Stanley New York, NY2.95MShares$133 Million0.01% of portfolio
-
Kestra Advisory Services, LLC802KShares$36.1 Million0.19% of portfolio
-
Ubs Group Ag402KShares$18.1 Million0.0% of portfolio
-
Next Level Private LLC Harrison, NY264KShares$11.9 Million4.74% of portfolio