DKM Wealth Management as of March 31, 2025
Portfolio Holdings for DKM Wealth Management
DKM Wealth Management holds 2 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Source Capital Com Shs Of Ben I (SOR) | 100.0 | $12M | 276k | 41.51 | |
| Nuveen Cr Strategies Income Right 04/29/2025 | 0.0 | $0 | 15k | 0.00 |
