New Edge Advisors, LLC Pimco Equity Ser Rafi Esg U S Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,255 shares of RAFE stock, worth $121,378. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,255
Previous 3,255
-0.0%
Holding current value
$121,378
Previous $121,000
2.48%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding RAFE
# of Institutions
25Shares Held
1.27MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR464KShares$17.3 Million9.07% of portfolio
-
Northwest Bancshares, Inc. Warren, PA164KShares$6.13 Million1.11% of portfolio
-
Arlington Financial Advisors, LLC132KShares$4.91 Million1.12% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA111KShares$4.13 Million3.19% of portfolio
-
Gen Wealth Group, Inc.80.7KShares$3.01 Million0.67% of portfolio