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Bartlett & Co Wealth Management’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,333
Closed -$69.4K – 1150
2023
Q4 		$69.4K Buy
+2,333
New +$69.4K ﹤0.01% 638