Private Wealth Asset Management, LLC Davis Fundamental ETF Tr Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 9,000 shares of DINT stock, worth $252,090. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,000
-0.0%
Holding current value
$252,090
Previous $233 Million
99.89%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DINT
# of Institutions
47Shares Held
9.8MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.89MShares$109 Million0.58% of portfolio
-
Integrity Wealth Advisors, Inc. Ventura, CA1.46MShares$40.9 Million14.11% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$20.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL719KShares$20.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY499KShares$14 Million0.0% of portfolio