Heritage Wealth Management, Inc. Davis Fundamental ETF Tr Transaction History

Heritage Wealth Management, Inc.

  • $298 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 19,670 shares of DWLD stock, worth $749,033. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,670
Holding current value
$749,033
% of portfolio
0.22%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024
BUY
$31.44 - $35.26 $618,424 - $693,564
19,670 New
19,670 $667 Million

Others Institutions Holding DWLD

# of Institutions
50
Shares Held
5.6M
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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