Summit Wealth Group LLC / CO Davis Fundamental ETF Tr Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 7,881 shares of DWLD stock, worth $350,862. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,881
Holding current value
$350,862
% of portfolio
0.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$33.22 - $41.44 $261,806 - $326,588
7,881 New
7,881 $327 Million

Others Institutions Holding DWLD

# of Institutions
55
Shares Held
7.13M
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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