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Davis Fundamental Etf Tr select us eqty shares owned by Stratos Wealth Partners

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Stratos Wealth Partners from 13F filings

Historical chart of Stratos Wealth Partners investment in Davis Fundamental Etf Tr select us eqty

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select us eqty held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 47k 41.68
2024-06-30 $1.6M 40k 40.62
2024-03-31 $1.6M 40k 40.37
2023-12-31 $1.4M 40k 35.26
2023-09-30 $1.2M 38k 31.58
2023-06-30 $1.2M 38k 32.04
2023-03-31 $1.0M 36k 28.43
2022-12-31 $1.0M 38k 27.17
2022-09-30 $1.0M 41k 25.21
2022-06-30 $1.4M 51k 27.37
2022-03-31 $1.7M 51k 32.98
2021-12-31 $1.8M 54k 34.19
2021-09-30 $1.8M 53k 33.88
2021-06-30 $1.8M 52k 35.27
2021-03-31 $1.9M 57k 33.00
2020-12-31 $1.7M 59k 29.37
2020-09-30 $1.2M 48k 25.22
2020-06-30 $1.1M 48k 23.27
2020-03-31 $940k 48k 19.45
2019-12-31 $1.2M 47k 25.84
2019-09-30 $1.1M 48k 23.84
2019-06-30 $1.1M 48k 23.43
2019-03-31 $1.1M 47k 22.58
2018-12-31 $572k 29k 20.01
2018-09-30 $696k 28k 25.28
2018-06-30 $626k 26k 24.16
2018-03-31 $401k 17k 23.08
2017-12-31 $354k 15k 23.37
2017-09-30 $314k 14k 21.96
2017-06-30 $280k 13k 21.04

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Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Stratos Wealth Partners

Top funds holding Davis Fundamental Etf Tr select us eqty

Davis Selected Advisers
Kestra Advisory Services
LPL Financial
UBS Group
Raymond James Financial
Next Level Private
Wells Fargo & Company
Melone Private Wealth
Per Stirling Capital Management
Lunt Capital Management
Kestra Private Wealth Services
Commonwealth Equity Services
Level Four Advisory Services
D.A. Davidson & Co.
Stifel Financial

View all funds holding Davis Fundamental Etf Tr select us eqty