Mgb Wealth Management, LLC Davis Fundamental ETF Tr Transaction History

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 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 10,449 shares of DWLD stock, worth $466,547. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,449
Previous 6,618 57.89%
Holding current value
$466,547
Previous $249 Million 73.6%
% of portfolio
0.14%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
7.26M
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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