Kestra Advisory Services, LLC Davis Fundamental ETF Tr Transaction History

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 67,435 shares of DWLD stock, worth $3.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
67,435
Holding current value
$3.04 Million
% of portfolio
0.02%

Shares

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

Nov 13, 2025
BUY
$40.83 - $45.55 $2.75 Million - $3.07 Million
67,435 New
67,435 $3.05 Million

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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email