PJWM
DTAN

Philip James Wealth Mangement’s Sparkline International Intangible Value ETF DTAN Stock Holding History

Philip James Wealth Mangement’s Portfolio DTAN Stock Details DTAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.39M Buy
221,165
+6,390
+3% +$185K 0.82% 29
2025
Q1 		$5.66M Buy
214,775
+17,035
+9% +$449K 0.69% 35
2024
Q4 		$4.85M Buy
+197,740
New +$4.85M 0.63% 39