Captrust Financial Advisors Davis Fundamental ETF Tr Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 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 40,122 shares of DWLD stock, worth $1.53 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40,122
Previous 47,070
14.76%
Holding current value
$1.53 Million
Previous $1.53 Million
12.49%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DWLD
# of Institutions
52Shares Held
5.61MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$72.9 Million0.37% of portfolio
-
Morgan Stanley New York, NY1.53MShares$58.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6486KShares$18.5 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO237KShares$9.01 Million0.01% of portfolio
-
Ubs Group Ag147KShares$5.57 Million0.0% of portfolio