Valeo Financial Advisors, LLC Davis Fundamental ETF Tr Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 28, 2020	SELL	$18.02 - $20.46 $32,436 - $36,828	-1,800 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$14.27 - $25.72 $25,686 - $46,296	1,800 New	1,800 $33,000

Others Institutions Holding DFNL

# of Institutions

49

Shares Held

4.37M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

2.13M
Shares

$87.7 Million
0.45% of portfolio
Morgan Stanley New York, NY

783K
Shares

$32.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$11.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

148K
Shares

$6.09 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

116K
Shares

$4.78 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DFNL
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Industry ETFs

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