Creative Planning
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Creative Planning’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Creative Planning’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.19M Hold
56,238
– – ﹤0.01% 1246
2025
Q1 		$1.92M Buy
+56,238
New +$1.92M ﹤0.01% 1194