Kestra Advisory Services, LLC Davis Fundamental ETF Tr Transaction History
Kestra Advisory Services, LLC
- $19 Billion
- Q2 2025
A detailed history of Kestra Advisory Services, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 889,292 shares of DUSA stock, worth $41.8 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
889,292
Previous 864,632
2.85%
Holding current value
$41.8 Million
Previous $36.6 Million
12.48%
% of portfolio
0.22%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding DUSA
# of Institutions
73Shares Held
13.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.97MShares$187 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$159 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC636KShares$29.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC626KShares$29.4 Million0.0% of portfolio
-
Ubs Group Ag480KShares$22.6 Million0.0% of portfolio