BC
DEMZ icon

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

Bartlett & Co’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
2023
Q4 		$69K Buy
+2,333
New +$64.6K ﹤0.01% 638

Other funds holding DEMZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWS
Maxwell Wealth Strategies Pleasanton, California $245M AUM 23.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bartlett & Co's DEMZ Position: Q4 2023 in Review

Bartlett & Co opened a new position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q4 2023: 2,333 shares worth $69K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings.

14 funds tracked by Wall St. Rank hold DEMZ as of Q4 2023.

  • Bartlett & Co held 2,333 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $69K as of Q4 2023.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF was a new Bartlett & Co position in Q4 2023.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #638 holding.
  • 14 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.