Cwm, LLC The Advisors Inner Circle Fd I Transaction History
Cwm, LLC
- $25.1 Billion
- Q1 2025
A detailed history of Cwm, LLC transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Cwm, LLC holds 1,075 shares of DEMZ stock, worth $40,226. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,075
Previous 1,069
0.56%
Holding current value
$40,226
Previous $38,000
2.63%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DEMZ
# of Institutions
20Shares Held
252KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA65.2KShares$2.44 Million0.01% of portfolio
-
Creative Planning Overland Park, KS56.2KShares$2.1 Million0.0% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.07 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ33.3KShares$1.25 Million0.0% of portfolio
-
Mcf Advisors LLC Covington, KY11.1KShares$416,3720.03% of portfolio