Venturi Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Venturi Wealth Management, LLC

$1.88 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$18.92 - $24.25 $1,040 - $1,333	55 New	55 $1,000

Others Institutions Holding DINT

# of Institutions

38

Shares Held

6.88M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

3.87M
Shares

$85.7 Million
0.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.25M
Shares

$27.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$16.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

498K
Shares

$11 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

438K
Shares

$9.71 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DINT
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