Creative Planning The Advisors Inner Circle Fd I Transaction History

Creative Planning

$106 Billion
Q1 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 56,238 shares of DEMZ stock, worth $2.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

56,238

Holding current value

$2.08 Million

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

252K

Call Options Held

Put Options Held

Envestnet Portfolio Solutions, Inc. Berwyn, PA

65.2K
Shares

$2.42 Million
0.01% of portfolio
Maxwell Wealth Strategies Inc. Pleasanton, CA

55.3K
Shares

$2.05 Million
0.81% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

33.3K
Shares

$1.23 Million
0.0% of portfolio
Mcf Advisors LLC Covington, KY

11.1K
Shares

$412,032
0.03% of portfolio
Accordant Advisory Group Inc Annapolis, MD

10.4K
Shares

$385,112
0.35% of portfolio

View Full List

About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
Sector ETFs
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