Steph & CO The Advisors Inner Circle Fd I Transaction History
Steph & CO
- $276 Million
- Q3 2024
A detailed history of Steph & CO transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Steph & CO holds 4,137 shares of DEMZ stock, worth $151,952. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,137
Previous 4,137
-0.0%
Holding current value
$151,952
Previous $141,000
4.96%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DEMZ
# of Institutions
17Shares Held
180KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA59.7KShares$2.19 Million0.01% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.03 Million0.84% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ32.1KShares$1.18 Million0.0% of portfolio
-
Accordant Advisory Group Inc Annapolis, MD10.4KShares$381,9910.3% of portfolio
-
Wedbush Securities Inc6KShares$220,3790.01% of portfolio