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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

ACN holding history

Accenture plc in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overviewAll 13F holders of ACNFull Q1 2023 holdings

Shares (Q1 2023)
6,955
Value
$1.99M
% of portfolio
0.5%
Quarters held
9
Since Q1 2021
Holdings of ACN by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20236,955$1.99M0.5%00.0%UnchangedHolders
Q4 20226,955$1.86M0.5%00.0%UnchangedHolders
Q3 20226,955$1.79M0.5%00.0%UnchangedHolders
Q2 20226,955$1.93M0.5%−1,135−14.0%ReducedHolders
Q1 20228,090$2.73M0.6%00.0%UnchangedHolders
Q4 20218,090$3.35M0.7%00.0%UnchangedHolders
Q3 20218,090$2.59M0.5%00.0%UnchangedHolders
Q2 20218,090$2.38M0.5%+550+7.3%AddedHolders
Q1 20217,540$2.08M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.