Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / 3EDGE DYNAMIC US
-
Total 13F shares
-
633,181
-
Share change
-
+601,384
-
Total reported value
-
$15,818,931
-
Price per share
-
$24.96
-
Number of holders
-
13
-
Value change
-
+$15,025,353
-
Number of buys
-
12
Institutional Holders of ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC US (EDGU) as of Q4 2024
As of 31 Dec 2024,
ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC US (EDGU) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
633,181 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., 3EDGE Asset Management, LP, Envestnet Portfolio Solutions, Inc., Strategic Blueprint, LLC, Atria Wealth Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, DIVERSIFY WEALTH MANAGEMENT, LLC, GTS SECURITIES LLC, POTOMAC FUND MANAGEMENT INC /ADV, and Sanctuary Advisors, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.