Cap Wealth Advisors, LLC Davis Fundamental ETF Tr Transaction History

Cap Wealth Advisors, LLC

$903 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 15, 2019	SELL	N/A	-14,236 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	14,236 New	14,236 $352,000

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

$87.7 Million
0.45% of portfolio
Morgan Stanley New York, NY

783K
Shares

$32.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$11.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

148K
Shares

$6.09 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

116K
Shares

$4.78 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DFNL
Sector ETFs
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