VWM
DMCY

Venturi Wealth Management’s Democracy International Fund DMCY Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-117
Closed -$2.9K – 895
2024
Q4 		$2.9K Hold
117
– – ﹤0.01% 1801
2024
Q3 		$3.19K Buy
117
+50
+75% +$1.31K ﹤0.01% 1587
2024
Q2 		$1.71K Buy
+67
New +$1.72K ﹤0.01% 1387

Other funds holding DMCY

KWM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return