Creative Financial Designs Inc Davis Fundamental ETF Tr Transaction History
Creative Financial Designs Inc
- $1.11 Billion
- Q2 2024
A detailed history of Creative Financial Designs Inc transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Creative Financial Designs Inc holds 4,380 shares of DWLD stock, worth $171,170. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,380
Previous 16,325
73.17%
Holding current value
$171,170
Previous $530,000
72.45%
% of portfolio
0.01%
Previous 0.05%
Shares
20 transactions
Others Institutions Holding DWLD
# of Institutions
50Shares Held
5.6MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$74.9 Million0.37% of portfolio
-
Morgan Stanley New York, NY1.53MShares$59.7 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6486KShares$19 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO237KShares$9.26 Million0.01% of portfolio
-
Ubs Group Ag147KShares$5.73 Million0.0% of portfolio