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

$89.4 Million
0.53% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$17.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

498K
Shares

$11.5 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

438K
Shares

$10.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

179K
Shares

$4.15 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DINT
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