Melone Private Wealth, LLC Davis Fundamental ETF Tr Transaction History
Melone Private Wealth, LLC
- $190 Million
- Q1 2025
A detailed history of Melone Private Wealth, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 10,680 shares of DFNL stock, worth $409,043. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,680Holding current value
$409,043% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
52Shares Held
4.95MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$81.6 Million0.49% of portfolio
-
Morgan Stanley New York, NY855KShares$32.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC326KShares$12.5 Million0.01% of portfolio
-
Ubs Group Ag165KShares$6.33 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC148KShares$5.65 Million0.0% of portfolio