J.W. Cole Advisors, Inc. Davis Fundamental ETF Tr Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 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 31,241 shares of DUSA stock, worth $1.3 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,241
Previous 24,592
27.04%
Holding current value
$1.3 Million
Previous $992,000
27.92%
% of portfolio
0.06%
Previous 0.05%
Shares
14 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