Great Point Wealth Advisors, LLC Davis Fundamental ETF Tr Call Options Transaction History

Great Point Wealth Advisors, LLC

$497 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUSA

# of Institutions

73

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.15M
Shares

$199 Million
0.01% of portfolio
Chris Davis Davis Selected Advisers | Tucson, Az

3.38M
Shares

$162 Million
0.86% of portfolio
Bank Of America Corp Charlotte, NC

1.04M
Shares

$49.9 Million
0.0% of portfolio
Kestra Advisory Services, LLC

902K
Shares

$43.2 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

688K
Shares

$33 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DUSA
Sector ETFs
Industry ETFs

More about DUSA

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