Steward Partners Investment Advisory, LLC Davis Fundamental ETF Tr Call Options Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWLD

# of Institutions

52

Shares Held

6.05M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

1.92M
Shares

$75.5 Million
0.41% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$62.4 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

469K
Shares

$18.5 Million
0.0% of portfolio
Fjell Capital, LLC Fargo, ND

262K
Shares

$10.3 Million
9.81% of portfolio
Stifel Financial Corp St. Louis, MO

252K
Shares

$9.91 Million
0.01% of portfolio

About DAVIS FUNDAMENTAL ETF TR

Ticker DWLD
Sector ETFs
Industry ETFs

More about DWLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.