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Advisors Inner Circle Fd Iii shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (DEMZ) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Advisors Inner Circle Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Iii held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Iii by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 60k 35.96
2024-06-30 $2.8M 83k 34.31
2024-03-31 $2.9M 87k 33.15
2023-12-31 $2.3M 78k 29.40

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Advisors Inner Circle Fd Iii

Envestnet Portfolio Solutions
Maxwell Wealth Strategies
Advisor Group Holdings
Accordant Advisory Group
Wedbush Morgan Securities
Stephenson National Bank & Trust
Mendota Financial Group
Us Bancorp
AdvisorNet Financial
CWM
Morgan Stanley
Johnson Financial Group
Hanson McClain Advisors
Wells Fargo & Company

View all funds holding Advisors Inner Circle Fd Iii