Modern Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,180 shares of DWLD stock, worth $552,878. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,180
Holding current value
$552,878
% of portfolio
0.02%

Shares

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

Feb 11, 2025
BUY
$36.31 - $39.73 $514,875 - $563,371
14,180 New
14,180 $545 Million

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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email