Steph & CO The Advisors Inner Circle Fd I Transaction History
Steph & CO
- $265 Million
- Q2 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 4,188 shares of DEMZ stock, worth $164,923. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,188
Previous 4,038
3.71%
Holding current value
$164,923
Previous $138,000
18.12%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DEMZ
# of Institutions
20Shares Held
254KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA65.2KShares$2.57 Million0.01% of portfolio
-
Creative Planning Overland Park, KS56.2KShares$2.21 Million0.0% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.18 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ33.3KShares$1.31 Million0.0% of portfolio
-
Mcf Advisors LLC Covington, KY11.2KShares$441,4100.03% of portfolio