Benjamin Edwards Inc Davis Fundamental ETF Tr Transaction History

Benjamin Edwards Inc

  • $6.91 Billion
  • Q1 2025

A detailed history of Benjamin Edwards Inc transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Benjamin Edwards Inc holds 38,607 shares of DWLD stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,607
Previous 33,745 14.41%
Holding current value
$1.53 Million
Previous $1.23 Million 18.78%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 12, 2025
BUY
$35.32 - $39.55 $171,725 - $192,292
4,862 Added 14.41%
38,607 $1.46 Million
Q4 2024

Feb 14, 2025
BUY
$36.31 - $39.73 $33,768 - $36,948
930 Added 2.83%
33,745 $1.23 Million
Q3 2024

Nov 14, 2024
BUY
$31.58 - $38.08 $1.04 Million - $1.25 Million
32,815 New
32,815 $1.24 Million

Others Institutions Holding DWLD

# of Institutions
55
Shares Held
6.51M
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
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