Worth Financial Advisory Group, LLC
Position in DVAL — BrandywineGLOBAL-Dynamic US Large Cap Value ETF
CIK 1964358
CHARLOTTE, NC
All Filings in DVAL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DVAL | $158,312 | 11,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 DVAL | $159,896 | 11,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 DVAL | $155,683 | 11,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 DVAL | $148,764 | 11,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 DVAL | $148,500 | 11,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 DVAL | $156,057 | 11,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 DVAL | $207,349 | 15,850 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 DVAL | $156,670 | 11,450 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 DVAL | $140,892 | 11,450 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 DVAL | $132,865 | 11,450 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||