Dynamic Advisor Solutions LLC Duckhorn Portfolio, Inc. Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 10,097 shares of NAPA stock, worth $111,975. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,097
Previous 10,050
0.47%
Holding current value
$111,975
Previous $71,000
18.31%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding NAPA
# of Institutions
171Shares Held
111MCall Options Held
21.9KPut Options Held
51.4K-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$685 Million68.2% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.47MShares$60.6 Million0.0% of portfolio
-
Westwood Holdings Group Inc Dallas, TX4.64MShares$51.4 Million0.21% of portfolio
-
Black Rock Inc. New York, NY4MShares$44.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.34MShares$37.1 Million0.0% of portfolio
About Duckhorn Portfolio, Inc.
- Ticker NAPA
- Exchange NYSE
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 115,184,000
- Market Cap $1.28B
- Description
- The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...