Davies Financial Advisors, Inc. NEOS ETF TRUST Transaction History

Davies Financial Advisors, Inc.

  • $123 Billion
  • Q3 2025
Number of Shares
22,316
Previous 22,832 2.26%
Holding current value
$1.21 Billion
Previous $1.2 Billion 1.51%
% of portfolio
0.99%
Previous 0.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-516 Reduced 2.26%
22,316 $1.21 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
22,832 New
22,832 $1.2 Billion
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