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

Maxwell Wealth Strategies Inc.

$245 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DEMZ

# of Institutions

20

Shares Held

317K

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

107K
Shares

$4.36 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

57.7K
Shares

$2.34 Million
0.01% of portfolio
Creative Planning Overland Park, KS

56.2K
Shares

$2.28 Million
0.0% of portfolio
Mcf Advisors LLC Covington, KY

11.2K
Shares

$455,309
0.03% of portfolio
Accordant Advisory Group Inc Annapolis, MD

10.4K
Shares

$422,448
0.35% of portfolio

About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
Sector ETFs
Industry ETFs

More about DEMZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.