Dkm Wealth Management, Inc. SOURCE CAPITAL Transaction History

Dkm Wealth Management, Inc.

  • $125 Billion
  • Q3 2025
Number of Shares
285,637
Previous 281,443 1.49%
Holding current value
$12.9 Billion
Previous $12.2 Billion 5.37%
% of portfolio
10.32%
Previous 10.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
4,194 Added 1.49%
285,637 $12.9 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
5,533 Added 2.01%
281,443 $12.2 Billion
Q1 2025

Jul 15, 2025
BUY
N/A
275,910 New
275,910 $11.5 Billion
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