Virtus Wealth Solutions LLC DWAW Holdings History
Number of Shares
1.57 Mil
Current Holdings Value*
$58.07 Mil
% of Portfolio
17.62%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
1.66%
Virtus Wealth Solutions LLC's AdvisorShares Dorsey Wright FSM All Cap World ETF Holding Summary
As of 2025-03-31, Virtus Wealth Solutions LLC held 1.57 Mil shares of AdvisorShares Dorsey Wright FSM All Cap World ETF(DWAW), totaling $58.07 Mil. This investment constitutes 17.62% of their stock portfolio, and Virtus Wealth Solutions LLC now holds 76.56% of the outstanding AdvisorShares Dorsey Wright FSM All Cap World ETF(DWAW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $40.06 for 6,447.00 shares. Based on historical transaction data and DWAW's current price of $41.28, Virtus Wealth Solutions LLC's estimated gain on his DWAW holdings is $1.06 Mil, reflecting a 1.66% gain to date.
Virtus Wealth Solutions LLC DWAW ($41.28) Holding Chart
Virtus Wealth Solutions LLC DWAW ($41.28) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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