Envestnet Portfolio Solutions, Inc. The Advisors Inner Circle Fd I Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 82,656 shares of DEMZ stock, worth $2.97 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
82,656
Previous 86,571
4.52%
Holding current value
$2.97 Million
Previous $2.87 Million
1.19%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DEMZ
# of Institutions
17Shares Held
207KCall Options Held
0Put Options Held
0-
Maxwell Wealth Strategies Inc. Pleasanton, CA54.7KShares$1.97 Million0.92% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ36.6KShares$1.31 Million0.0% of portfolio
-
Accordant Advisory Group Inc Annapolis, MD10.4KShares$373,6720.3% of portfolio
-
Wedbush Securities Inc6KShares$215,5800.01% of portfolio
-
Steph & CO4.14KShares$148,6420.05% of portfolio