Envestnet Portfolio Solutions, Inc. The Advisors Inner Circle Fd I Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.8 Billion
- Q3 2025
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 60,951 shares of DEMZ stock, worth $2.56 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
60,951
Previous 57,684
5.66%
Holding current value
$2.56 Million
Previous $2.25 Million
13.35%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DEMZ
# of Institutions
21Shares Held
253KCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS56.8KShares$2.39 Million0.0% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.32 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ34.9KShares$1.47 Million0.0% of portfolio
-
Mcf Advisors LLC Covington, KY11.2KShares$470,7780.03% of portfolio
-
Accordant Advisory Group Inc Annapolis, MD10.4KShares$436,8000.3% of portfolio