Captrust Financial Advisors Davis Fundamental ETF Tr Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 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 $396,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,850
Previous 9,850
-0.0%
Holding current value
$396,068
Previous $327,000
11.31%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFNL
# of Institutions
48Shares Held
4.3MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$85.6 Million0.45% of portfolio
-
Morgan Stanley New York, NY783KShares$31.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC269KShares$10.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC148KShares$5.94 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL116KShares$4.66 Million0.01% of portfolio