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Mount Yale Investment Advisors’s Dominari Holdings DOMH Stock Holding History

Mount Yale Investment Advisors’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-352
Closed -$1.92K – 904
2025
Q2 		$1.92K Buy
+352
New +$1.71K ﹤0.01% 1339

Other funds holding DOMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Mount Yale Investment Advisors's DOMH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Dominari Holdings (DOMH) in Q3 2025, closing a stake of 352 shares — an estimated $1.92K sold.

Mount Yale Investment Advisors first reported a position in DOMH in Q2 2025 and held it in 1 quarter. The position peaked at $1.92K in Q2 2025. 31 funds tracked by Wall St. Rank hold DOMH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Dominari Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 352 Dominari Holdings shares in Q3 2025, an estimated $1.92K.
  • Mount Yale Investment Advisors first reported a position in Dominari Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Dominari Holdings position peaked at $1.92K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Dominari Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.