Edge Wealth Management LLC Davis Fundamental ETF Tr Transaction History
Edge Wealth Management LLC
- $497 Million
- Q3 2024
Shares
3 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