One Ascent Financial Services LLC Davis Fundamental ETF Tr Transaction History
One Ascent Financial Services LLC
- $1.53 Billion
- Q1 2025
A detailed history of One Ascent Financial Services LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 18,069 shares of DWLD stock, worth $710,834. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,069Holding current value
$710,834% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DWLD
# of Institutions
55Shares Held
6.51MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$75.4 Million0.43% of portfolio
-
Morgan Stanley New York, NY1.57MShares$61.6 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6415KShares$16.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO303KShares$11.9 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO261KShares$10.3 Million0.01% of portfolio