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

Integrity Wealth Advisors, Inc.

$279 Billion
Q3 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 118,770 shares of DWLD stock, worth $5.35 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

118,770

Previous 63,031 88.43%

Holding current value

$5.35 Million

Previous $2.61 Billion 96.59%

% of portfolio

1.84%

Previous 1.83%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$40.83 - $45.55 $2.28 Million - $2.54 Million	55,739 Added 88.43%	118,770 $5.13 Billion
Q2 2025 Aug 14, 2025	BUY	$33.22 - $41.44 $129,225 - $161,201	3,890 Added 6.58%	63,031 $2.61 Billion
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

Shares Held

7.08M

Call Options Held

Put Options Held

View Full List

About DAVIS FUNDAMENTAL ETF TR

Ticker DWLD
Sector ETFs
Industry ETFs

More about DWLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrity Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Integrity Wealth Advisors, Inc. with notifications on news.

Account

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