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Davis Fundamental Etf Tr select us eqty shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 50k 56.18

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View all positions for Transcend Wealth Collective

Top funds holding Davis Fundamental Etf Tr select us eqty

Morgan Stanley
Davis Selected Advisers
Bank of America Corporation
Raymond James Financial
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
UBS Group
Next Level Private
ODonnell Financial Services
Melone Private Wealth
Advisor Group Holdings
Kestra Private Wealth Services
Commonwealth Equity Services
Lunt Capital Management

View all funds holding Davis Fundamental Etf Tr select us eqty