Bartlett & Co. LLC The Advisors Inner Circle Fd I Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Bartlett & Co. LLC holds 2,333 shares of DEMZ stock, worth $86,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,333

Holding current value

$86,111

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$25.34 - $29.71 $59,118 - $69,313	2,333 New	2,333 $69,000

Others Institutions Holding DEMZ

# of Institutions

Shares Held

180K

Call Options Held

Put Options Held

Envestnet Portfolio Solutions, Inc. Berwyn, PA

59.7K
Shares

$2.2 Million
0.01% of portfolio
Maxwell Wealth Strategies Inc. Pleasanton, CA

55.3K
Shares

$2.04 Million
0.84% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

32.1K
Shares

$1.18 Million
0.0% of portfolio
Accordant Advisory Group Inc Annapolis, MD

10.4K
Shares

$383,863
0.3% of portfolio
Wedbush Securities Inc

6K
Shares

$221,459
0.01% of portfolio

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About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
Sector ETFs
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