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 $119,625. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,125
Previous 3,125
-0.0%
Holding current value
$119,625
Previous $103,000
11.65%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
49Shares Held
4.37MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$81.5 Million0.45% of portfolio
-
Morgan Stanley New York, NY783KShares$30 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC269KShares$10.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC148KShares$5.66 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL116KShares$4.44 Million0.01% of portfolio