Envestnet Portfolio Solutions
DEMZ icon

Envestnet Portfolio Solutions’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		$2.55M Buy
2025
Q2 		$2.25M Sell
2025
Q1 		$2.23M Buy
2024
Q4 		$2.32M Buy
2024
Q3 		$2.15M Sell
2024
Q2 		$2.84M Sell
2024
Q1 		$2.87M Buy
2023
Q4 		$2.28M Buy