Fulcrum Equity Management Davis Fundamental ETF Tr Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 2024
A detailed history of Fulcrum Equity Management transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 31,673 shares of DUSA stock, worth $1.32 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
31,673
Previous 31,687
0.04%
Holding current value
$1.32 Million
Previous $1.28 Million
0.55%
% of portfolio
1.19%
Previous 1.56%
Shares
2 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