Kestra Private Wealth Services, LLC Davis Fundamental ETF Tr Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 125,376 shares of DUSA stock, worth $6.03 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
125,376
Previous 67,114 86.81%
Holding current value
$6.03 Million
Previous $2.84 Million 104.3%
% of portfolio
0.09%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$38.38 - $46.28 $2.24 Million - $2.7 Million
58,262 Added 86.81%
125,376 $5.8 Million
Q1 2025

May 05, 2025
BUY
$41.58 - $46.14 $2.79 Million - $3.1 Million
67,114 New
67,114 $2.84 Million

Others Institutions Holding DUSA

# of Institutions
72
Shares Held
13.5M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

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