J.W. Cole Advisors, Inc. Davis Fundamental ETF Tr Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 12,119 shares of DFNL stock, worth $485,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,119
Previous 13,544
10.52%
Holding current value
$485,608
Previous $500,000
7.8%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding DFNL
# of Institutions
49Shares Held
4.39MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$85.3 Million0.48% of portfolio
-
Morgan Stanley New York, NY783KShares$31.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC269KShares$10.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC148KShares$5.92 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL129KShares$5.17 Million0.01% of portfolio