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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q1 2023 holdings

Shares (Q1 2023)
1,756
Value
$395.9K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of V by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20231,756$395.9K0.1%+27+1.6%AddedHolders
Q4 20221,729$359.0K0.1%+46+2.7%AddedHolders
Q3 20221,683$299.0K0.1%00.0%UnchangedHolders
Q2 20221,683$331.0K0.1%−2,071−55.2%ReducedHolders
Q1 20223,754$833.0K0.2%−270−6.7%ReducedHolders
Q4 20214,024$872.0K0.2%−61−1.5%ReducedHolders
Q3 20214,085$910.0K0.2%−44−1.1%ReducedHolders
Q2 20214,129$965.0K0.2%+106+2.6%AddedHolders
Q1 20214,023$852.0K0.2%––Holders

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