Heritage Wealth Management, Inc. Davis Fundamental ETF Tr Transaction History
Heritage Wealth Management, Inc.
- $298 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 19,670 shares of DWLD stock, worth $749,033. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,670Holding current value
$749,033% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DWLD
# of Institutions
50Shares Held
5.6MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$73 Million0.37% of portfolio
-
Morgan Stanley New York, NY1.53MShares$58.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6486KShares$18.5 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO237KShares$9.03 Million0.01% of portfolio
-
Ubs Group Ag147KShares$5.58 Million0.0% of portfolio