Sonoma Private Wealth LLC Advisors Inner Circle Fd Iii D Transaction History

Sonoma Private Wealth LLC

  • $72.1 Billion
  • Q1 2025

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 21,077 shares of DMCY stock, worth $585,729. This represents 0.76% of its overall portfolio holdings.

Number of Shares
21,077
Previous 21,880 3.67%
Holding current value
$585,729
Previous $542 Million 0.88%
% of portfolio
0.76%
Previous 0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$24.48 - $26.9 $19,657 - $21,600
-803 Reduced 3.67%
21,077 $546 Million
Q4 2024

Feb 06, 2025
BUY
$24.75 - $27.13 $129,219 - $141,645
5,221 Added 31.34%
21,880 $542 Million
Q3 2024

Oct 17, 2024
BUY
$24.48 - $27.64 $25,581 - $28,883
1,045 Added 6.69%
16,659 $453 Million
Q2 2024

Aug 14, 2024
BUY
$0.0 - $26.3 $0 - $14,175
539 Added 3.58%
15,614 $398 Million
Q1 2024

May 09, 2024
BUY
$23.73 - $25.82 $357,729 - $389,236
15,075 New
15,075 $388 Million

Others Institutions Holding DMCY

# of Institutions
12
Shares Held
198K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORS INNER CIRCLE FD III D

DMCY Quotes by TradingView
  • Ticker DMCY
  • Sector ETFs
  • Industry ETFs
More about DMCY
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