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 16,659 shares of DMCY stock, worth $416,141. This represents 0.71% of its overall portfolio holdings.

Number of Shares
16,659
Previous 15,614 6.69%
Holding current value
$416,141
Previous $398 Million 13.8%
% of portfolio
0.71%
Previous 0.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ADVISORS INNER CIRCLE FD III D


  • Ticker DMCY
  • Sector ETFs
  • Industry ETFs
More about DMCY
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