Captrust Financial Advisors Indexiq Iq 50 Percent Hedged F Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$24.1 - $25.61 $27,715 - $29,451	-1,150 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$22.59 - $24.06 $25,978 - $27,669	1,150 New	1,150 $27,000

Others Institutions Holding HFXI

# of Institutions

78

Shares Held

27.4M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.17M
Shares

$147 Million
0.04% of portfolio
New York Life Investment Management LLC New York, NY

4.19M
Shares

$119 Million
1.13% of portfolio
Morgan Stanley New York, NY

3.32M
Shares

$94.3 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.91M
Shares

$54.2 Million
0.02% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

1.56M
Shares

$44.2 Million
0.27% of portfolio

About INDEXIQ IQ 50 PERCENT HEDGED F

Ticker HFXI
Sector ETFs
Industry ETFs

More about HFXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.