A detailed history of Mendota Financial Group, LLC transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Mendota Financial Group, LLC holds 3,943 shares of DEMZ stock, worth $146,206. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,943
Previous 4,000 1.43%
Holding current value
$146,206
Previous $137 Million 3.32%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$32.51 - $35.97 $1,853 - $2,050
-57 Reduced 1.43%
3,943 $142 Million
Q2 2023

Jul 27, 2023

SELL
$24.71 - $27.11 $24,710 - $27,110
-1,000 Reduced 20.0%
4,000 $108 Million
Q1 2023

Apr 24, 2023

BUY
$23.87 - $26.51 $23,870 - $26,510
1,000 Added 25.0%
5,000 $136 Million
Q4 2022

Feb 03, 2023

BUY
$21.77 - $25.56 $87,080 - $102,240
4,000 New
4,000 $95.4 Million

Others Institutions Holding DEMZ

About THE ADVISORS INNER CIRCLE FD I


  • Ticker DEMZ
  • Sector ETFs
  • Industry ETFs
More about DEMZ
Track This Portfolio

Track Mendota Financial Group, LLC Portfolio

Follow Mendota Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendota Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mendota Financial Group, LLC with notifications on news.