Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / 3EDGE DYNAMIC HA
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Number of holders
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14
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Total 13F shares, excl. options
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1,126,960
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Shares change
-
+1,108,316
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Total reported value, excl. options
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$26,957,388
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Value change
-
+$26,512,540
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Number of buys
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13
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Price
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$23.86
Institutional Holders of ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC HA (EDGH) as of Q4 2024
As of 31 Dec 2024 ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC HA (EDGH) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,126,960 shares of stock of the company.
Largest 10 holders included OSAIC HOLDINGS, INC., Strategic Blueprint, LLC, Envestnet Portfolio Solutions, Inc., Atria Wealth Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, 3EDGE Asset Management, LP, GTS SECURITIES LLC, DIVERSIFY WEALTH MANAGEMENT, LLC, POTOMAC FUND MANAGEMENT INC /ADV, and Cambridge Investment Research Advisors, Inc..
This table shows 15 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.