Cwm, LLC The Advisors Inner Circle Fd I Transaction History
Cwm, LLC
- $28.4 Billion
- Q2 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 1,408 shares of DEMZ stock, worth $56,362. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,408
Previous 1,075
30.98%
Holding current value
$56,362
Previous $37,000
48.65%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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
-
Creative Planning Overland Park, KS56.2KShares$2.25 Million0.0% 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