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 $97,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,333

Holding current value

$97,986

% 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

253K

Call Options Held

Put Options Held

Envestnet Portfolio Solutions, Inc. Berwyn, PA

61K
Shares

$2.56 Million
0.01% of portfolio
Creative Planning Overland Park, KS

56.8K
Shares

$2.39 Million
0.0% of portfolio
Maxwell Wealth Strategies Inc. Pleasanton, CA

55.3K
Shares

$2.32 Million
0.81% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

34.9K
Shares

$1.47 Million
0.0% of portfolio
Mcf Advisors LLC Covington, KY

11.2K
Shares

$470,778
0.03% of portfolio

View Full List

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 Bartlett & Co. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. LLC with notifications on news.

Account