Private Wealth Asset Management, LLC Davis Fundamental ETF Tr Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 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 $206,550. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,000Holding current value
$206,550% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DINT
# of Institutions
41Shares Held
9.23MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.89MShares$89.3 Million0.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL978KShares$22.4 Million0.01% of portfolio
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Morgan Stanley New York, NY941KShares$21.6 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$17 Million0.02% of portfolio
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Integrity Wealth Advisors, Inc. Ventura, CA732KShares$16.8 Million11.65% of portfolio