Live Oak Private Wealth LLC Davis Fundamental ETF Tr Transaction History
Live Oak Private Wealth LLC
- $567 Million
- Q2 2024
A detailed history of Live Oak Private Wealth LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 61,500 shares of DINT stock, worth $1.29 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
61,500
Previous 63,937
3.81%
Holding current value
$1.29 Million
Previous $1.23 Million
0.81%
% of portfolio
0.22%
Previous 0.22%
Shares
18 transactions
Others Institutions Holding DINT
# of Institutions
34Shares Held
6.86MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.87MShares$80.8 Million0.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL742KShares$15.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY516KShares$10.8 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL439KShares$9.19 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC179KShares$3.75 Million0.01% of portfolio