Axiom Financial Strategies, LLC DFNL Holdings History
Axiom Financial Strategies, LLC's Davis Select Financial ETF Holding Summary
As of 2025-03-31, Axiom Financial Strategies, LLC held 129,844.00 shares of Davis Select Financial ETF(DFNL), totaling $5.10 Mil. This investment constitutes 3.02% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 1.99% of the outstanding Davis Select Financial ETF(DFNL) stock.
The initial trade took place in 2025Q1. And since then Axiom Financial Strategies, LLC has made 1 purchases of DFNL, at an average price of $39.57, for a total of 129,844.00 shares. Based on historical transaction data and DFNL's current price of $43.51, Axiom Financial Strategies, LLC's estimated gain on his DFNL holdings is $511,559.39, reflecting a 9.96% gain to date.
Axiom Financial Strategies, LLC DFNL ($43.51) Holding Chart
Axiom Financial Strategies, LLC DFNL ($43.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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