Dkm Wealth Management, Inc. SOURCE CAPITAL Transaction History

Dkm Wealth Management, Inc.

  • $116 Billion
  • Q2 2025
Number of Shares
281,443
Previous 275,910 2.01%
Holding current value
$12.2 Billion
Previous $11.5 Billion 6.56%
% of portfolio
10.52%
Previous 100.0%

Shares

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