Captrust Financial Advisors Davis Fundamental ETF Tr Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 9,850 shares of DFNL stock, worth $391,143. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,850
Previous 12,100
18.6%
Holding current value
$391,143
Previous $403,000
18.86%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNL
# of Institutions
48Shares Held
4.24MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$84.5 Million0.45% of portfolio
-
Morgan Stanley New York, NY789KShares$31.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC269KShares$10.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$5.8 Million0.0% of portfolio
-
Next Level Private LLC Harrison, NY81.9KShares$3.25 Million1.31% of portfolio