Edge Wealth Management LLC Davis Fundamental ETF Tr Transaction History
Edge Wealth Management LLC
- $488 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding DWLD
# of Institutions
56Shares Held
6.55MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$80.6 Million0.43% of portfolio
-
Morgan Stanley New York, NY1.57MShares$65.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6415KShares$17.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO303KShares$12.8 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO261KShares$11 Million0.01% of portfolio