Gradient Investments LLC Davis Fundamental ETF Tr Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$15.1 - $18.33 $20,294 - $24,635	-1,344 Closed	0 $0
Q1 2022 May 26, 2022	BUY	$15.94 - $20.33 $21,423 - $27,323	1,344 New	1,344 $24,000

Others Institutions Holding DINT

# of Institutions

35

Shares Held

6.8M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

3.87M
Shares

$85.3 Million
0.53% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$16.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

498K
Shares

$11 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

438K
Shares

$9.66 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

179K
Shares

$3.96 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DINT
Sector ETFs
Industry ETFs

More about DINT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gradient Investments LLC with notifications on news.