Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / 3EDGE DYNAMIC IN
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Total 13F shares
-
404,602
-
Share change
-
+393,848
-
Total reported value
-
$9,243,843
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Price per share
-
$22.85
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Number of holders
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12
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Value change
-
+$8,998,150
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Number of buys
-
11
Institutional Holders of ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC IN (EDGI) as of Q4 2024
As of 31 Dec 2024 ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC IN (EDGI) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 404,602 shares of stock of the company.
Largest 10 holders included OSAIC HOLDINGS, INC., 3EDGE Asset Management, LP, Envestnet Portfolio Solutions, Inc., Atria Wealth Solutions, Inc., Strategic Blueprint, LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, GTS SECURITIES LLC, DIVERSIFY WEALTH MANAGEMENT, LLC, and POTOMAC FUND MANAGEMENT INC /ADV.
This table shows 12 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.