Beacon Harbor Wealth Advisors, Inc. Davis Fundamental ETF Tr Transaction History

Beacon Harbor Wealth Advisors, Inc.

$420 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$25.44 - $30.8 $8.11 Million - $9.81 Million	318,633 New	318,633 $9.64 Million

Others Institutions Holding DFNL

# of Institutions

49

Shares Held

4.37M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

2.13M
Shares

$81.5 Million
0.45% of portfolio
Morgan Stanley New York, NY

783K
Shares

$30 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$10.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

148K
Shares

$5.66 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

116K
Shares

$4.44 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DFNL
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