Integrated Wealth Concepts LLC Davis Fundamental ETF Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,434 shares of DWLD stock, worth $333,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,434
Holding current value
$333,564
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$36.31 - $39.73 $306,238 - $335,082
8,434 New
8,434 $306,000

Others Institutions Holding DWLD

# of Institutions
52
Shares Held
6.05M
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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