Envestnet Portfolio Solutions, Inc. The Advisors Inner Circle Fd I Call Options Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DEMZ

# of Institutions

21

Shares Held

253K

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

56.8K
Shares

$2.39 Million
0.0% of portfolio
Maxwell Wealth Strategies Inc. Pleasanton, CA

55.3K
Shares

$2.32 Million
0.81% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

34.9K
Shares

$1.47 Million
0.0% of portfolio
Mcf Advisors LLC Covington, KY

11.2K
Shares

$470,778
0.03% of portfolio
Accordant Advisory Group Inc Annapolis, MD

10.4K
Shares

$436,800
0.3% of portfolio

About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
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