David Wealth Management LLC VERALTO CORP Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025
Number of Shares
9,945
Previous 9,945 -0.0%
Holding current value
$1 Billion
Previous $969 Million 3.6%
% of portfolio
0.75%
Previous 0.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
N/A
1 Added 0.01%
9,945 $969 Million
Q4 2024

Jan 29, 2025
BUY
N/A
9,944 New
9,944 $1.01 Billion
Track This Portfolio

Track David Wealth Management LLC Portfolio

Follow David Wealth Management 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 David Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email