Lpl Financial LLC Davis Fundamental ETF Tr Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Lpl Financial LLC holds 325,696 shares of DFNL stock, worth $14.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
325,696
Previous 305,118
6.74%
Holding current value
$14.2 Million
Previous $11.6 Million
10.09%
% of portfolio
0.01%
Previous 0.0%
Shares
32 transactions
Others Institutions Holding DFNL
# of Institutions
53Shares Held
5.06MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$93.1 Million0.49% of portfolio
-
Morgan Stanley New York, NY951KShares$41.6 Million0.0% of portfolio
-
Ubs Group Ag165KShares$7.23 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC162KShares$7.08 Million0.0% of portfolio
-
Axiom Financial Strategies, LLC New Albany, IN130KShares$5.68 Million3.03% of portfolio