Cetera Investment Advisers Davis Fundamental ETF Tr Transaction History

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025

A detailed history of Cetera Investment Advisers transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Cetera Investment Advisers holds 69,459 shares of DWLD stock, worth $2.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
69,459
Previous 41,777 66.26%
Holding current value
$2.75 Million
Previous $1.52 Million 72.63%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 06, 2025
BUY
$35.32 - $39.55 $977,728 - $1.09 Million
27,682 Added 66.26%
69,459 $2.62 Million
Q4 2024

Feb 13, 2025
BUY
$36.31 - $39.73 $342,621 - $374,892
9,436 Added 29.18%
41,777 $1.52 Million
Q3 2024

Nov 13, 2024
SELL
$31.58 - $38.08 $58,833 - $70,943
-1,863 Reduced 5.45%
32,341 $1.23 Million
Q2 2024

Aug 22, 2024
BUY
$31.44 - $35.26 $175,812 - $197,173
5,592 Added 19.54%
34,204 $1.14 Million
Q1 2024

May 24, 2024
BUY
$28.2 - $32.49 $806,858 - $929,603
28,612 New
28,612 $929,000

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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