Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / 3EDGE DYNAMIC FI
-
Total 13F shares
-
1,056,874
-
Share change
-
+1,021,506
-
Total reported value
-
$25,894,722
-
Price per share
-
$24.48
-
Number of holders
-
15
-
Value change
-
+$25,028,843
-
Number of buys
-
14
Institutional Holders of ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC FI (EDGF) as of Q4 2024
As of 31 Dec 2024,
ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC FI (EDGF) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,056,874 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., Strategic Blueprint, LLC, Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., 3EDGE Asset Management, LP, POTOMAC FUND MANAGEMENT INC /ADV, Cambridge Investment Research Advisors, Inc., DIVERSIFY WEALTH MANAGEMENT, LLC, and Sanctuary Advisors, LLC.
This page lists
16
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.