Heritage Wealth Management, Inc. Davis Fundamental ETF Tr Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 20,570 shares of DWLD stock, worth $782,071. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,570
Previous 19,670 4.58%
Holding current value
$782,071
Previous $667 Million 16.84%
% of portfolio
0.26%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$31.58 - $38.08 $28,422 - $34,272
900 Added 4.58%
20,570 $780 Million
Q2 2024

Sep 09, 2024
BUY
$31.44 - $35.26 $618,424 - $693,564
19,670 New
19,670 $667 Million

Others Institutions Holding DWLD

# of Institutions
52
Shares Held
5.61M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DWLD Quotes by TradingView
  • Ticker DWLD
  • Sector ETFs
  • Industry ETFs
More about DWLD
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