Financial Advocates Investment Management Davis Fundamental ETF Tr Transaction History
Financial Advocates Investment Management
- $1.59 Billion
- Q2 2024
A detailed history of Financial Advocates Investment Management transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 9,671 shares of DUSA stock, worth $402,700. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,671
Previous 9,671
-0.0%
Holding current value
$402,700
Previous $390,000
0.51%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding DUSA
# of Institutions
68Shares Held
10.1MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$141 Million0.8% of portfolio
-
Morgan Stanley New York, NY2.7MShares$112 Million0.01% of portfolio
-
Kestra Advisory Services, LLC799KShares$33.3 Million0.18% of portfolio
-
Ubs Group Ag455KShares$19 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL261KShares$10.9 Million0.01% of portfolio