Creative Planning The Advisors Inner Circle Fd I Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Creative Planning holds 56,796 shares of DEMZ stock, worth $2.39 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56,796
Previous 56,238 0.99%
Holding current value
$2.39 Million
Previous $2.19 Million 8.35%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$38.84 - $41.8 $21,672 - $23,324
558 Added 0.99%
56,796 $2.37 Million
Q1 2025

May 15, 2025
BUY
$33.5 - $37.49 $1.88 Million - $2.11 Million
56,238 New
56,238 $1.92 Million

Others Institutions Holding DEMZ

# of Institutions
21
Shares Held
253K
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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