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

Integrity Wealth Advisors, Inc.

  • $143 Billion
  • Q2 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 63,031 shares of DWLD stock, worth $2.64 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
63,031
Previous 59,141 6.58%
Holding current value
$2.64 Million
Previous $2.23 Billion 17.18%
% of portfolio
1.83%
Previous 1.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
57
Shares Held
7.24M
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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