Planned Solutions’s Dominari Holdings DOMH Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-20	Closed	-$37	–	244
2024 Q3	$37	Buy	+20	New	+$36	﹤0.01%	650

Other funds holding DOMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Planned Solutions's DOMH Position: Q4 2024 in Review

Planned Solutions sold out of Dominari Holdings (DOMH) in Q4 2024, closing a stake of 20 shares — an estimated $37 sold.

Planned Solutions first reported a position in DOMH in Q3 2024 and held it in 1 quarter. The position peaked at $37 in Q3 2024. 16 funds tracked by Wall St. Rank hold DOMH as of Q4 2024.

Planned Solutions reported no remaining Dominari Holdings position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 20 Dominari Holdings shares in Q4 2024, an estimated $37.
Planned Solutions first reported a position in Dominari Holdings in Q3 2024 and held it in 1 quarter.
Planned Solutions's Dominari Holdings position peaked at $37 in Q3 2024.
16 funds tracked by Wall St. Rank held Dominari Holdings as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.