U.S. Capital Wealth Advisors, LLC Davis Fundamental ETF Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DWLD
# of Institutions
51Shares Held
5.59MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az1.92MShares$74.1 Million0.42% of portfolio
-
Morgan Stanley New York, NY1.55MShares$59.7 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6470KShares$18.2 Million0.0% of portfolio
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Stifel Financial Corp St. Louis, MO245KShares$9.48 Million0.01% of portfolio
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Ubs Group Ag146KShares$5.65 Million0.0% of portfolio