Sonoma Private Wealth LLC Advisors Inner Circle Fd Iii D Transaction History

Sonoma Private Wealth LLC

$83.7 Billion
Q3 2025

A detailed history of Sonoma Private Wealth LLC transactions in Advisors Inner Circle Fd Iii D stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 15,667 shares of DMCY stock, worth $479,096. This represents 0.56% of its overall portfolio holdings.

Number of Shares

15,667

Previous 17,076 8.25%

Holding current value

$479,096

Previous $486 Million 3.41%

% of portfolio

0.56%

Previous 0.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$27.91 - $30.07 $39,325 - $42,368	-1,409 Reduced 8.25%	15,667 $470 Million
Q2 2025 Aug 13, 2025	SELL	$23.08 - $28.53 $92,343 - $114,148	-4,001 Reduced 18.98%	17,076 $486 Million
Q1 2025 May 15, 2025	SELL	$24.48 - $26.9 $19,657 - $21,600	-803 Reduced 3.67%	21,077 $546 Million
Q4 2024 Feb 06, 2025	BUY	$24.75 - $27.13 $129,219 - $141,645	5,221 Added 31.34%	21,880 $542 Million
Q3 2024 Oct 17, 2024	BUY	$24.48 - $27.64 $25,581 - $28,883	1,045 Added 6.69%	16,659 $453 Million

Q2 2024 Aug 14, 2024	BUY	$0.0 - $26.3 $0 - $14,175	539 Added 3.58%	15,614 $398 Million
Q1 2024 May 09, 2024	BUY	$23.73 - $25.82 $357,729 - $389,236	15,075 New	15,075 $388 Million

Others Institutions Holding DMCY

# of Institutions

Shares Held

164K

Call Options Held

Put Options Held

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About ADVISORS INNER CIRCLE FD III D

Ticker DMCY
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Sonoma Private Wealth LLC Advisors Inner Circle Fd Iii D Transaction History