Captrust Financial Advisors Davis Fundamental ETF Tr Transaction History

Captrust Financial Advisors

$30 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 17, 2020	SELL	N/A	-7,180 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	N/A	-10,441 Reduced 59.25%	7,180 $131,000
Q1 2020 May 15, 2020	BUY	N/A	17,621 New	17,621 $253,000

Others Institutions Holding DINT

# of Institutions

32

Shares Held

6.82M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

3.87M
Shares

$77 Million
0.42% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

746K
Shares

$14.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

508K
Shares

$10.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

447K
Shares

$8.9 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

124K
Shares

$2.47 Million
0.0% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DINT
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