New Edge Advisors, LLC Ishares Morningstar U.S. Equit Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,345 shares of ILCB stock, worth $284,057. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,345
Previous 3,345
-0.0%
Holding current value
$284,057
Previous $265,000
2.26%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$107 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$43 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$42.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$42 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$34.5 Million0.01% of portfolio