Melone Private Wealth, LLC Davis Fundamental ETF Tr Transaction History
Melone Private Wealth, LLC
- $233 Million
- Q4 2025
A detailed history of Melone Private Wealth, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 105,005 shares of DWLD stock, worth $4.73 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
105,005Holding current value
$4.73 Million% of portfolio
2.03%Shares
1 transactions
Others Institutions Holding DWLD
# of Institutions
58Shares Held
7.19MCall 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