A detailed history of Sky Oak Wealth, LLC transactions in Donnelley Financial Solutions, Inc. stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,115 shares of DFIN stock, worth $254,224. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,115
Previous 5,040 18.35%
Holding current value
$254,224
Previous $300,000 10.0%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$58.21 - $69.9 $53,844 - $64,657
-925 Reduced 18.35%
4,115 $270,000
Q2 2024

Aug 12, 2024

BUY
$57.5 - $65.38 $289,800 - $329,515
5,040 New
5,040 $300,000

Others Institutions Holding DFIN

About Donnelley Financial Solutions, Inc.


  • Ticker DFIN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 29,716,300
  • Market Cap $1.84B
  • Description
  • Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ? Software Solutions (CM-SS), Capital Markets ? Compliance and Communications Management (CM-CCM), Investment Companies ? Software Solutions (IC-SS), and Investment Companies ? Compliance ...
More about DFIN
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.