Strategic Wealth Advisors Group, LLC Davis Fundamental ETF Tr Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 21,773 shares of DUSA stock, worth $945,383. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,773
Previous 21,285
2.29%
Holding current value
$945,383
Previous $588,000
6.63%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DUSA
# of Institutions
75Shares Held
10.5MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$147 Million0.81% of portfolio
-
Morgan Stanley New York, NY2.95MShares$128 Million0.01% of portfolio
-
Kestra Advisory Services, LLC802KShares$34.8 Million0.19% of portfolio
-
Ubs Group Ag402KShares$17.5 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL256KShares$11.1 Million0.01% of portfolio