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 $145,456. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,137
Previous 4,137
-0.0%
Holding current value
$145,456
Previous $141,000
4.96%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DEMZ
# of Institutions
17Shares Held
184KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA59.7KShares$2.1 Million0.01% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA54.7KShares$1.92 Million0.92% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ36.6KShares$1.29 Million0.0% of portfolio
-
Accordant Advisory Group Inc Annapolis, MD10.4KShares$365,6630.3% of portfolio
-
Wedbush Securities Inc6KShares$210,9590.01% of portfolio