Creative Planning Davis Fundamental ETF Tr Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Creative Planning holds 8,981 shares of DWLD stock, worth $350,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,981
Previous 9,286
3.28%
Holding current value
$350,528
Previous $351,000
7.12%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DWLD
# of Institutions
52Shares Held
6.05MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$74.9 Million0.41% of portfolio
-
Morgan Stanley New York, NY1.59MShares$61.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6469KShares$18.3 Million0.0% of portfolio
-
Fjell Capital, LLC Fargo, ND262KShares$10.2 Million9.81% of portfolio
-
Stifel Financial Corp St. Louis, MO252KShares$9.82 Million0.01% of portfolio