Winnow Wealth LLC The Advisors Inner Circle Fd I Transaction History

Winnow Wealth LLC

$134 Billion
Q2 2025

A detailed history of Winnow Wealth LLC transactions in The Advisors Inner Circle Fd I stock. As of the latest transaction made, Winnow Wealth LLC holds 10,400 shares of DEMZ stock, worth $416,312. This represents 0.3% of its overall portfolio holdings.

Number of Shares

10,400

Holding current value

$416,312

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$30.71 - $38.96 $319,384 - $405,184	10,400 New	10,400 $405 Million

Others Institutions Holding DEMZ

# of Institutions

Shares Held

327K

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

107K
Shares

$4.3 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

57.7K
Shares

$2.31 Million
0.01% of portfolio
Creative Planning Overland Park, KS

56.2K
Shares

$2.25 Million
0.0% of portfolio
Maxwell Wealth Strategies Inc. Pleasanton, CA

55.3K
Shares

$2.21 Million
0.81% of portfolio
Mcf Advisors LLC Covington, KY

11.2K
Shares

$448,696
0.03% of portfolio

View Full List

About THE ADVISORS INNER CIRCLE FD I

Ticker DEMZ
Sector ETFs
Industry ETFs

More about DEMZ

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