Kestra Investment Management, LLC Davis Fundamental ETF Tr Transaction History
Kestra Investment Management, LLC
- $3.73 Trillion
- Q3 2025
A detailed history of Kestra Investment Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Kestra Investment Management, LLC holds 5,137 shares of DWLD stock, worth $231,319. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,137Holding current value
$231,319% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DWLD
# of Institutions
57Shares Held
7.08MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$86.3 Million0.47% of portfolio
-
Morgan Stanley New York, NY1.57MShares$70.6 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL684KShares$30.8 Million0.04% of portfolio
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Stifel Financial Corp St. Louis, MO325KShares$14.7 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A6313KShares$14.1 Million0.0% of portfolio