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Advisors Inner Circle Fd Iii shares owned by Maxwell Wealth Strategies

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (DEMZ) shares owned by Maxwell Wealth Strategies from 13F filings

Historical chart of Maxwell Wealth Strategies investment in Advisors Inner Circle Fd Iii

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All positions including Advisors Inner Circle Fd Iii held by Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 55k 34.31
2024-03-31 $1.8M 55k 32.96

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding Advisors Inner Circle Fd Iii

Advisor Group Holdings
Envestnet Portfolio Solutions
Maxwell Wealth Strategies
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