Integrity Wealth Advisors, Inc. Davis Fundamental ETF Tr Transaction History

Integrity Wealth Advisors, Inc.

  • $136 Billion
  • Q1 2025

A detailed history of Integrity Wealth Advisors, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Integrity Wealth Advisors, Inc. holds 59,141 shares of DWLD stock, worth $2.34 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
59,141
Previous 62,896 5.97%
Holding current value
$2.34 Million
Previous $2.28 Billion 2.4%
% of portfolio
1.63%
Previous 1.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 02, 2025
SELL
$35.32 - $39.55 $132,626 - $148,510
-3,755 Reduced 5.97%
59,141 $2.23 Billion
Q4 2024

Feb 13, 2025
BUY
$36.31 - $39.73 $2.28 Million - $2.5 Million
62,896 New
62,896 $2.28 Billion

Others Institutions Holding DWLD

# of Institutions
55
Shares Held
6.51M
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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