AAG
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Accordant Advisory Group’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Accordant Advisory Group’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Hold
10,400
– – 0.26% 37
2025
Q4 		$444K Hold
10,400
– – 0.31% 36
2025
Q3 		$435K Hold
10,400
– – 0.3% 40
2025
Q2 		$405K Hold
10,400
– – 0.3% 40
2025
Q1 		$356K Hold
10,400
– – 0.35% 27
2024
Q4 		$374K Hold
10,400
– – 0.36% 34
2024
Q3 		$374K Hold
10,400
– – 0.3% 39
2024
Q2 		$357K Hold
10,400
– – 0.34% 44
2024
Q1 		$345K Buy
+10,400
New +$326K 0.26% 65

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