PFG
DMCY

Prosperity Financial Group’s Democracy International Fund DMCY Stock Holding History

Prosperity Financial Group’s Portfolio DMCY Stock Details DMCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26,342
Closed -$649K – 149
2023
Q4 		$649K Sell
26,342
-1,922
-7% -$44.4K 0.45% 51
2023
Q3 		$636K Sell
28,264
-543
-2% -$12.7K 0.53% 45
2023
Q2 		$683K Buy
28,807
+85
+0.3% +$2K 0.6% 40
2023
Q1 		$665K Buy
+28,722
New +$660K 0.67% 42

Other funds holding DMCY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return