Strategic Wealth Investment Group, LLC
Position in DFNL — Davis Select Financial ETF
CIK 1802365
LOUISVILLE, KY
All Filings in DFNL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,185 | 11,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $422,347 | 9,419 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||