Kathleen S. Wright Associates Inc. Davis Fundamental ETF Tr Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 3,125 shares of DFNL stock, worth $125,656. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,125
Previous 3,125 -0.0%
Holding current value
$125,656
Previous $103,000 11.65%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 02, 2022
BUY
$29.81 - $32.89 $93,156 - $102,781
3,125 New
3,125 $96,000

Others Institutions Holding DFNL

# of Institutions
48
Shares Held
4.3M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DFNL Quotes by TradingView
  • Ticker DFNL
  • Sector ETFs
  • Industry ETFs
More about DFNL
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