Creative Planning The Advisors Inner Circle Fd I Transaction History
Creative Planning
- $116 Billion
- Q2 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 $2.25 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56,238
Previous 56,238
-0.0%
Holding current value
$2.25 Million
Previous $1.92 Million
14.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DEMZ
# of Institutions
21Shares Held
327KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ107KShares$4.3 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA57.7KShares$2.31 Million0.01% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.21 Million0.81% of portfolio
-
Mcf Advisors LLC Covington, KY11.2KShares$448,6960.03% of portfolio
-
Accordant Advisory Group Inc Annapolis, MD10.4KShares$416,3120.35% of portfolio