Axiom Financial Strategies, LLC Davis Fundamental ETF Tr Transaction History
Axiom Financial Strategies, LLC
- $168 Million
- Q1 2025
A detailed history of Axiom Financial Strategies, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 129,844 shares of DFNL stock, worth $4.97 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
129,844Holding current value
$4.97 Million% of portfolio
3.03%Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
53Shares Held
5.07MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$81.6 Million0.49% of portfolio
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Morgan Stanley New York, NY951KShares$36.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC326KShares$12.5 Million0.01% of portfolio
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Ubs Group Ag165KShares$6.33 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC162KShares$6.2 Million0.0% of portfolio