Clearstead Trust, LLC Davis Fundamental ETF Tr Transaction History
Clearstead Trust, LLC
- $473 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
55Shares Held
5.08MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$91.7 Million0.5% of portfolio
-
Morgan Stanley New York, NY951KShares$40.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC334KShares$14.4 Million0.01% of portfolio
-
Ubs Group Ag165KShares$7.12 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC162KShares$6.97 Million0.0% of portfolio