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

Maxwell Wealth Strategies Inc.

  • $204 Billion
  • Q2 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 54,698 shares of DEMZ stock, worth $1.95 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
54,698
Previous 55,065 0.67%
Holding current value
$1.95 Million
Previous $1.81 Billion 3.4%
% of portfolio
0.92%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
17
Shares Held
207K
Call Options Held
0
Put Options Held
0
View Full List

About THE ADVISORS INNER CIRCLE FD I

DEMZ Quotes by TradingView
  • Ticker DEMZ
  • Sector ETFs
  • Industry ETFs
More about DEMZ
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