Wealth Effects LLC Indexiq Iq 50 Percent Hedged F Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$22.06 - $24.92 $223,026 - $251,941	10,110 New	10,110 $251,000

Others Institutions Holding HFXI

# of Institutions

70

Shares Held

23.2M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

4.15M
Shares

$108 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$101 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.28M
Shares

$85.3 Million
0.01% of portfolio
Ubs Group Ag

1.52M
Shares

$39.5 Million
0.01% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

1.41M
Shares

$36.7 Million
0.24% 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 Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.