Dkm Wealth Management, Inc. Source Capital Inc Transaction History
Dkm Wealth Management, Inc.
- $105 Billion
- Q4 2024
A detailed history of Dkm Wealth Management, Inc. transactions in Source Capital Inc stock. As of the latest transaction made, Dkm Wealth Management, Inc. holds 274,334 shares of SOR stock, worth $11.7 Million. This represents 11.31% of its overall portfolio holdings.
Number of Shares
274,334Holding current value
$11.7 Million% of portfolio
11.31%Shares
1 transactions
Others Institutions Holding SOR
# of Institutions
56Shares Held
1.3MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.157KShares$6.7 Million0.06% of portfolio
-
Morgan Stanley New York, NY88.3KShares$3.76 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.77.1KShares$3.29 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA72.7KShares$3.1 Million0.0% of portfolio
-
First Trust Advisors LP Wheaton, IL65.8KShares$2.8 Million0.0% of portfolio
About SOURCE CAPITAL INC
- Ticker SOR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs funda...