Wetzel Investment Advisors, Inc. Davis Fundamental ETF Tr Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 470 shares of DFNL stock, worth $16,708. This represents 0.01% of its overall portfolio holdings.
Number of Shares
470
Previous 470
-0.0%
Holding current value
$16,708
Previous $14,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFNL
# of Institutions
47Shares Held
4.1MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az2.13MShares$75.7 Million0.4% of portfolio
-
Morgan Stanley New York, NY754KShares$26.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$7.22 Million0.0% of portfolio
-
Next Level Private LLC Harrison, NY81.9KShares$2.91 Million1.29% of portfolio
-
D.A. Davidson & Co.78.6KShares$2.79 Million0.02% of portfolio