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D.A. Davidson & Co’s i3 Verticals IIIV Stock Holding History

D.A. Davidson & Co’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Sell
9,200
-200
-2% -$5.5K ﹤0.01% 1273
2025
Q1 		$232K Buy
+9,400
New +$232K ﹤0.01% 1275