New Edge Advisors, LLC Ishares Tr Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 4,882 shares of LRGF stock, worth $297,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,882
Previous 4,874
0.16%
Holding current value
$297,216
Previous $271,000
5.54%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
201Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$255 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$199 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$120 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$119 Million21.87% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$109 Million0.02% of portfolio