DFNL / Davis Fundamental ETF Trust - Davis Select Financial ETF - Proprietà istituzionale - Venditori

Davis Fundamental ETF Trust - Davis Select Financial ETF
US ˙ BATS ˙ US23908L1089

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2026-05-12 13F Stifel Financial Corp 15.370 -32,53 689 -37,42
2026-05-01 13F/A Lodestone Wealth Management LLC 0 -100,00 0
2026-05-05 13F D.a. Davidson & Co. 78.253 -0,58 3.509 -7,78
2026-05-14 13F Hilltop Holdings Inc. 24.529 -16,11 1.100 -22,22
2026-04-23 13F J.w. Cole Advisors, Inc. 21.104 -9,49 946 -15,99
2026-05-14 13F Modern Wealth Management, LLC 7.308 -23,56 330 -28,79
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 0 -100,00 0 -100,00
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 126.867 -1,54 5.689 -8,66
2026-04-10 13F Perigon Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Axiom Financial Strategies, LLC 0 -100,00 0
2026-05-15 13F Morgan Stanley 851.699 -14,67 38.190 -20,83
2026-05-14 13F Raymond James Financial Inc 82.948 -3,00 3.719 -10,00
2026-05-15 13F Mercer Global Advisors Inc /adv 7.717 -12,49 346 -18,78
2026-04-28 13F Flagship Harbor Advisors, Llc 6.119 -16,40 274 -22,38
2026-04-14 13F Prospera Financial Services Inc 17.765 -2,43 797 -9,44
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