Captrust Financial Advisors Davis Fundamental ETF Tr Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 39,176 shares of DWLD stock, worth $1.5 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39,176
Previous 40,122
2.36%
Holding current value
$1.5 Million
Previous $1.34 Million
10.91%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DWLD
# of Institutions
51Shares Held
5.59MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$73.2 Million0.42% of portfolio
-
Morgan Stanley New York, NY1.55MShares$59 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6470KShares$18 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO245KShares$9.37 Million0.01% of portfolio
-
Ubs Group Ag146KShares$5.58 Million0.0% of portfolio