CUSIP 239080104
DAVIS NY VENTURE FD INC CL A
5 institutions · $2.8M total · 101,081 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 73,305 | $2.1M | 72.52% | 2025-12-31 |
| 2 | Meadowbrook Wealth Management, LLC | 16,631 | $460.8K | 16.45% | 2025-09-30 |
| 3 | Fulton Bank, N.A. | 7,976 | $222.6K | 7.89% | 2024-06-30 |
| 4 | Livelsberger Financial Advisory | 360 | $9.6K | 0.35% | 2024-03-31 |
| 5 | DIVIDEND ASSETS CAPITAL, LLC | 2,809 | $70 | 2.77% | 2023-12-31 |