Kathleen S. Wright Associates Inc. Davis Fundamental ETF Tr Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DWLD
# of Institutions
51Shares Held
5.59MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$72 Million0.42% of portfolio
-
Morgan Stanley New York, NY1.55MShares$58.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6470KShares$17.7 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO245KShares$9.22 Million0.01% of portfolio
-
Ubs Group Ag146KShares$5.49 Million0.0% of portfolio