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DEMZDEMZ
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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ADVISORS INNER CIRCLE FD III

Envestnet Portfolio Solutions, Inc. holds 158,754 shares of DEMZ (ADVISORS INNER CIRCLE FD III), worth $7.6M as of 2026-Q2. The position was increased (+51.9% shares). DEMZ represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$7.6M

Current Shares

158,754

Total Value Change

+$5.4M

Total Shares Change

+99,059

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
158,754
+51.9%
$7.6M0.0%$47.74
38
2026-Q1
Increased
104,508
+4.4%
$4.2M0.0%$42.11
28
2025-Q4
Increased
100,109
+64.3%
$4.3M0.0%$43.03
39
2025-Q3
Increased
60,951
+5.7%
$2.5M0.0%$41.10
28
2025-Q2
Decreased
57,684
-11.6%
$2.2M0.0%$38.33
0
2025-Q1
Increased
65,245
+1.1%
$2.2M0.0%$33.70
26
2024-Q4
Increased
64,514
+8.1%
$2.3M0.0%$35.85
28
2024-Q3
Decreased
59,695
-27.8%
$2.1M0.0%$35.39
0

Other major holders of DEMZ: OSAIC HOLDINGS, INC., Creative Planning

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