Sonoma Private Wealth LLC - ADVISORS INNER CIRCLE FD III ownership

ADVISORS INNER CIRCLE FD III's ticker is DMCY and the CUSIP is 00774Q148. A total of 12 filers reported holding ADVISORS INNER CIRCLE FD III in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sonoma Private Wealth LLC ownership history of ADVISORS INNER CIRCLE FD III
ValueSharesWeighting
Q2 2024$398,468
+2.8%
15,614
+3.6%
0.65%
+3.7%
Q1 2024$387,60215,0750.62%
Other shareholders
ADVISORS INNER CIRCLE FD III shareholders Q1 2024
NameSharesValueWeighting ↓
Sonoma Private Wealth LLC 15,614$398,4680.65%
AVALON CAPITAL MANAGEMENT 14,755$376,5530.12%
Kingsview Wealth Management, LLC 42,146$1,075,5620.02%
Parallel Advisors, LLC 17,418$444,4960.01%
Cambridge Investment Research Advisors, Inc. 40,511$1,0340.00%
REGIONS FINANCIAL CORP 13,375$341,3290.00%
HighTower Advisors, LLC 24,000$612,0000.00%
GTS SECURITIES LLC 21,791$556,1060.00%
Venturi Wealth Management, LLC 67$1,7100.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ADVISORS INNER CIRCLE FD III shareholders