Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DEMOCRACY INTERN
-
Total 13F shares
-
208,931
-
Share change
-
-26,080
-
Total reported value
-
$5,331,584
-
Price per share
-
$25.52
-
Number of holders
-
10
-
Value change
-
-$668,368
-
Number of buys
-
7
-
Number of sells
-
4
Institutional Holders of ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN (DMCY) as of Q2 2024
As of 30 Jun 2024,
ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN (DMCY) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
208,931 shares.
The largest 10 holders included
Kingsview Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, GTS SECURITIES LLC, CITADEL ADVISORS LLC, Parallel Advisors, LLC, Sonoma Private Wealth LLC, AVALON CAPITAL MANAGEMENT, REGIONS FINANCIAL CORP, and Venturi Wealth Management, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.