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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
2024-03-31 $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)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Advisors Inner Circle Fd Iii

Advisor Group Holdings
Envestnet Portfolio Solutions
Accordant Advisory Group
Stephenson National Bank & Trust
Mendota Financial Group
Bartlett & Co.
Us Bancorp
CWM
AdvisorNet Financial
Johnson Financial Group
Morgan Stanley
Hanson McClain Advisors

View all funds holding Advisors Inner Circle Fd Iii