Lantz Financial LLC Davis Fundamental ETF Tr Transaction History
Lantz Financial LLC
- $378 Million
- Q2 2025
A detailed history of Lantz Financial LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Lantz Financial LLC holds 23,646 shares of DUSA stock, worth $1.1 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,646
Previous 22,709
4.13%
Holding current value
$1.1 Million
Previous $953,000
14.8%
% of portfolio
0.29%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding DUSA
# of Institutions
78Shares Held
12.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.93MShares$182 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$157 Million0.85% of portfolio
-
Kestra Advisory Services, LLC865KShares$40.1 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC657KShares$30.5 Million0.0% of portfolio
-
Ubs Group Ag396KShares$18.4 Million0.0% of portfolio