Envestnet Portfolio Solutions, Inc. The Advisors Inner Circle Fd I Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 59,695 shares of DEMZ stock, worth $2.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
59,695
Previous 82,656 27.78%
Holding current value
$2.2 Million
Previous $2.84 Million 24.3%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$32.51 - $35.97 $746,462 - $825,907
-22,961 Reduced 27.78%
59,695 $2.15 Million
Q2 2024

Jul 16, 2024
SELL
$31.16 - $34.72 $121,991 - $135,928
-3,915 Reduced 4.52%
82,656 $2.84 Million
Q1 2024

May 06, 2024
BUY
$28.66 - $33.22 $261,235 - $302,800
9,115 Added 11.77%
86,571 $2.87 Million
Q4 2023

Feb 07, 2024
BUY
$25.34 - $29.71 $1.96 Million - $2.3 Million
77,456 New
77,456 $2.28 Million

Others Institutions Holding DEMZ

# of Institutions
17
Shares Held
180K
Call Options Held
0
Put Options Held
0
View Full List

About THE ADVISORS INNER CIRCLE FD I

DEMZ Quotes by TradingView
  • Ticker DEMZ
  • Sector ETFs
  • Industry ETFs
More about DEMZ
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