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DEMZDEMZ
6 quarters

Position history for Creative PlanningCreative Planning's holdings in ADVISORS INNER CIRCLE FD III

Creative Planning holds 56,802 shares of DEMZ (ADVISORS INNER CIRCLE FD III), worth $2.7M as of 2026-Q2. DEMZ represents 0.0% of Creative Planning's portfolio.

Current Value

$2.7M

Current Shares

56,802

Total Value Change

+$789,065

Total Shares Change

+564

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
56,802
0.0%
$2.7M0.0%$47.74
0
2026-Q1
Increased
56,802
+0.0%
$2.3M0.0%$42.11
26
2025-Q4
Unchanged
56,796
0.0%
$2.4M0.0%$43.03
0
2025-Q3
Increased
56,796
+1.0%
$2.4M0.0%$41.10
26
2025-Q2
Unchanged
56,238
0.0%
$2.2M0.0%$38.33
0
2025-Q1
New
56,238
-
$1.9M0.0%$33.70
36

Other major holders of DEMZ: Envestnet Portfolio Solutions, Inc., OSAIC HOLDINGS, INC.

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