Edge Wealth Management LLC Ishares Tr Transaction History
Edge Wealth Management LLC
- $475 Million
- Q2 2024
A detailed history of Edge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Wealth Management LLC holds 2,652 shares of IYY stock, worth $369,715. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,652
Previous 3,200
17.13%
Holding current value
$369,715
Previous $409,000
14.43%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IYY
# of Institutions
236Shares Held
3.42MCall Options Held
6.5KPut Options Held
300-
Morgan Stanley New York, NY459KShares$64 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC328KShares$45.8 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA198KShares$27.7 Million0.02% of portfolio
-
Savant Capital, LLC159KShares$22.2 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$17.8 Million0.0% of portfolio