Private Wealth Asset Management, LLC Davis Fundamental ETF Tr Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 9,000 shares of DINT stock, worth $253,620. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,000
Previous 9,000
-0.0%
Holding current value
$253,620
Previous $208 Million
11.9%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DINT
# of Institutions
47Shares Held
9.51MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.89MShares$110 Million0.55% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL932KShares$26.3 Million0.01% of portfolio
-
Integrity Wealth Advisors, Inc. Ventura, CA770KShares$21.7 Million13.91% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$20.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY618KShares$17.4 Million0.0% of portfolio