Captrust Financial Advisors Davis Fundamental ETF Tr Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding DINT
# of Institutions
40Shares Held
9.25MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.87MShares$84.1 Million0.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.25MShares$27.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$16.1 Million0.02% of portfolio
-
Integrity Wealth Advisors, Inc. Ventura, CA732KShares$15.9 Million11.65% of portfolio
-
Morgan Stanley New York, NY643KShares$14 Million0.0% of portfolio