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
Q1 2021 Apr 12, 2021	SELL	$23.22 - $25.84 $107,415 - $119,535	-4,626 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$18.27 - $20.9 $84,517 - $96,683	4,626 New	4,626 $93,000

Others Institutions Holding DINT

# of Institutions

35

Shares Held

6.91M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

3.87M
Shares

$93.4 Million
0.45% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$17.8 Million
0.02% of portfolio
Morgan Stanley New York, NY

516K
Shares

$12.5 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

438K
Shares

$10.6 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

179K
Shares

$4.33 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DINT
Sector ETFs
Industry ETFs

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