Castle Wealth Management LLC Davis Fundamental ETF Tr Call Options Transaction History

Castle Wealth Management LLC

$189 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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
Industry ETFs

More about DFNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.