Wetzel Investment Advisors, Inc. Davis Fundamental ETF Tr Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$25.44 - $30.8 $11,956 - $14,476	470 New	470 $14,000

Others Institutions Holding DFNL

# of Institutions

49

Shares Held

4.39M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

2.13M
Shares

$86.7 Million
0.48% of portfolio
Morgan Stanley New York, NY

783K
Shares

$31.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$10.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

148K
Shares

$6.02 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

129K
Shares

$5.26 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DFNL
Sector ETFs
Industry ETFs

More about DFNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.