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

About DAVIS FUNDAMENTAL ETF TR


  • 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.