Wfa Of San Diego, LLC Davis Fundamental ETF Tr Transaction History

Wfa Of San Diego, LLC

$132 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 07, 2022	SELL	$18.95 - $21.16 $203,731 - $227,491	-10,751 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$19.36 - $23.2 $208,139 - $249,423	10,751 New	10,751 $211,000

Others Institutions Holding DINT

# of Institutions

48

Shares Held

9.44M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

3.89M
Shares

$109 Million
0.58% of portfolio
Integrity Wealth Advisors, Inc. Ventura, CA

1.46M
Shares

$40.9 Million
14.11% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$20.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

719K
Shares

$20.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

499K
Shares

$14 Million
0.0% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DINT
Sector ETFs
Industry ETFs

More about DINT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.