Wealthcare Advisory Partners LLC Davis Fundamental ETF Tr Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 29, 2020
SELL
$17.08 - $26.4 $5,448 - $8,421
-319 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$22.16 - $25.84 $155 - $180
7 Added 2.24%
319 $8,000
Q3 2019

Oct 17, 2019
SELL
$22.71 - $23.77 $7,380 - $7,725
-325 Reduced 51.02%
312 $7,000
Q4 2018

Feb 14, 2019
BUY
N/A
12 Added 1.92%
637 $12,000
Q2 2018

Aug 14, 2018
BUY
N/A
625 New
625 $16,000

Others Institutions Holding DWLD

# of Institutions
51
Shares Held
5.59M
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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email