Allworth Financial’s Endava DAVA Stock Holding History

Allworth Financial’s Portfolio DAVA Stock Details DAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$227	Buy
2024 Q4	–	Sell
2024 Q3	$256	Buy
2024 Q2	–	Sell
2024 Q1	$229	Hold
2023 Q4	$468	Sell
2023 Q3	$1.26K	Buy
2023 Q2	$829	Hold
2023 Q1	$1.07K	Hold
2022 Q4	$1.22K	Buy