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 36,309 shares of DINT stock, worth $839,827. This represents 0.35% of its overall portfolio holdings.
Number of Shares
36,309
Previous 36,309
-0.0%
Holding current value
$839,827
Previous $722,000
20.78%
% of portfolio
0.35%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding DINT
# of Institutions
35Shares Held
6.8MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.87MShares$89.4 Million0.53% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$17.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY498KShares$11.5 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL438KShares$10.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC179KShares$4.15 Million0.01% of portfolio