Sonoma Private Wealth LLC Advisors Inner Circle Fd Iii D Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
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 $426,303. This represents 0.71% of its overall portfolio holdings.
Number of Shares
16,659
Previous 15,614
6.69%
Holding current value
$426,303
Previous $398 Million
13.8%
% of portfolio
0.71%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding DMCY
# of Institutions
12Shares Held
217KCall Options Held
0Put Options Held
0-
Kingsview Wealth Management, LLC Grants Pass, OR49.2KShares$1.26 Million0.03% of portfolio
-
Cambridge Investment Research Advisors, Inc.41.8KShares$1.07 Million0.0% of portfolio
-
David R. Rahn & Associates Inc.30.5KShares$781,1340.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL24KShares$614,1600.0% of portfolio
-
Parallel Advisors, LLC17.4KShares$446,2640.01% of portfolio