Envestnet Portfolio Solutions, Inc.
Position in DEMZ — Democratic Large Cap Core ETF
CIK 1998033
BERWYN, PA
All Filings in DEMZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DEMZ | $4,201,430 | 104,508 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 DEMZ | $4,270,549 | 100,109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 DEMZ | $2,547,629 | 60,951 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 DEMZ | $2,247,368 | 57,684 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 DEMZ | $2,230,726 | 65,245 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 DEMZ | $2,318,633 | 64,514 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DEMZ | $2,146,632 | 59,695 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 DEMZ | $2,835,927 | 82,656 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 DEMZ | $2,869,828 | 86,571 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 DEMZ | $2,277,206 | 77,456 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||