High Tower Advisors, LLC Davis Fundamental ETF Tr Transaction History

High Tower Advisors, LLC

  • $84.5 Billion
  • Q3 2025

A detailed history of High Tower Advisors, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, High Tower Advisors, LLC holds 9,263 shares of DWLD stock, worth $417,112. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,263
Previous 4,832 91.7%
Holding current value
$417,112
Previous $200,000 109.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$40.83 - $45.55 $180,917 - $201,832
4,431 Added 91.7%
9,263 $418,000
Q2 2025

Aug 11, 2025
BUY
$33.22 - $41.44 $160,519 - $200,238
4,832 New
4,832 $200,000
Q2 2021

Aug 06, 2021
SELL
$32.9 - $35.95 $220,331 - $240,757
-6,697 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$30.48 - $35.21 $204,124 - $235,801
6,697 New
6,697 $226,000
Q3 2020

Nov 13, 2020
SELL
$23.67 - $27.37 $202,520 - $234,177
-8,556 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$18.45 - $24.81 $41,863 - $56,293
-2,269 Reduced 20.96%
8,556 $202,000
Q1 2020

May 21, 2020
BUY
$17.08 - $26.4 $35,919 - $55,519
2,103 Added 24.11%
10,825 $207,000
Q4 2019

Feb 14, 2020
BUY
$22.16 - $25.84 $193,279 - $225,376
8,722 New
8,722 $221,000

Others Institutions Holding DWLD

# of Institutions
57
Shares Held
7.08M
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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