Sfg Wealth Management, Llc. Indexiq Iq 50 Percent Hedged F Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	BUY	$23.0 - $24.31 $586,661 - $620,075	25,507 New	25,507 $611,000

Others Institutions Holding HFXI

# of Institutions

69

Shares Held

21.8M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

4.15M
Shares

$109 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$102 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.28M
Shares

$86.1 Million
0.01% of portfolio
Ubs Group Ag

1.52M
Shares

$39.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.3M
Shares

$34.1 Million
0.0% of portfolio

About INDEXIQ IQ 50 PERCENT HEDGED F

Ticker HFXI
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