Maxwell Wealth Strategies Inc. The Advisors Inner Circle Fd I Transaction History

Maxwell Wealth Strategies Inc.

$235 Billion
Q3 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 55,311 shares of DEMZ stock, worth $2.04 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

55,311

Previous 54,698 1.12%

Holding current value

$2.04 Million

Previous $1.88 Billion 5.01%

% of portfolio

0.84%

Previous 0.92%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$32.51 - $35.97 $19,928 - $22,049	613 Added 1.12%	55,311 $1.97 Billion
Q2 2024 Aug 12, 2024	SELL	$31.16 - $34.72 $11,435 - $12,742	-367 Reduced 0.67%	54,698 $1.88 Billion
Q1 2024 May 31, 2024	BUY	$28.66 - $33.22 $8,397 - $9,733	293 Added 0.53%	55,065 $1.81 Billion
Q4 2023 Feb 12, 2024	BUY	$25.34 - $29.71 $1.39 Million - $1.63 Million	54,772 New	54,772 $1.61 Billion

Others Institutions Holding DEMZ

# of Institutions

Shares Held

180K

Call Options Held

Put Options Held

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About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
Sector ETFs
Industry ETFs

More about DEMZ

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Maxwell Wealth Strategies Inc. The Advisors Inner Circle Fd I Transaction History