Creative Planning The Advisors Inner Circle Fd I Call Options Transaction History

Creative Planning

$116 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DEMZ

# of Institutions

21

Shares Held

328K

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

108K
Shares

$4.41 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

57.7K
Shares

$2.36 Million
0.01% of portfolio
Maxwell Wealth Strategies Inc. Pleasanton, CA

55.3K
Shares

$2.26 Million
0.81% of portfolio
Mcf Advisors LLC Covington, KY

11.2K
Shares

$458,560
0.03% of portfolio
Accordant Advisory Group Inc Annapolis, MD

10.4K
Shares

$425,463
0.35% of portfolio

About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
Sector ETFs
Industry ETFs

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