Steph & CO The Advisors Inner Circle Fd I Transaction History
Steph & CO
- $241 Million
- Q1 2025
A detailed history of Steph & CO transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Steph & CO holds 4,038 shares of DEMZ stock, worth $158,531. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,038
Previous 4,137
2.39%
Holding current value
$158,531
Previous $148,000
6.76%
% of portfolio
0.06%
Previous 0.06%
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$2.56 Million0.01% of portfolio
-
Creative Planning Overland Park, KS56.2KShares$2.21 Million0.0% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.17 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ33.3KShares$1.31 Million0.0% of portfolio
-
Mcf Advisors LLC Covington, KY11.1KShares$436,8460.03% of portfolio