Edge Wealth Management LLC Ishares Tr Transaction History
Edge Wealth Management LLC
- $528 Million
- Q3 2025
A detailed history of Edge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Wealth Management LLC holds 80,590 shares of MBB stock, worth $7.66 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
80,590
Previous 81,684
1.34%
Holding current value
$7.66 Million
Previous $7.67 Million
0.01%
% of portfolio
1.45%
Previous 1.57%
Shares
13 transactions
Others Institutions Holding MBB
# of Institutions
1,071Shares Held
395MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio