Mgb Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

A detailed history of Mgb Wealth Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 13,354 shares of DWLD stock, worth $601,330. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,354
Previous 10,449 27.8%
Holding current value
$601,330
Previous $433 Million 39.49%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 12, 2025
BUY
$40.83 - $45.55 $118,611 - $132,322
2,905 Added 27.8%
13,354 $604 Million
Q2 2025

Aug 14, 2025
BUY
$33.22 - $41.44 $127,265 - $158,756
3,831 Added 57.89%
10,449 $433 Million
Q1 2025

May 09, 2025
BUY
$35.32 - $39.55 $6,357 - $7,118
180 Added 2.8%
6,618 $249 Million
Q4 2024

Jan 29, 2025
BUY
$36.31 - $39.73 $233,763 - $255,781
6,438 New
6,438 $234 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 Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, 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 Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email