New Edge Advisors, LLC Principal ETF U.S. Small Cap M Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, New Edge Advisors, LLC holds 38,369 shares of PSC stock, worth $2.11 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
38,369
Previous 31,510
21.77%
Holding current value
$2.11 Million
Previous $1.53 Million
33.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PSC
# of Institutions
60Shares Held
15.4MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA5.79MShares$318 Million0.18% of portfolio
-
Principal Securities, Inc. Des Moines, IA2.25MShares$123 Million2.25% of portfolio
-
Envestnet Asset Management Inc2.23MShares$122 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.12MShares$61.4 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC776KShares$42.6 Million0.07% of portfolio