New Edge Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,409 shares of XJR stock, worth $100,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,409
Previous 2,418
0.37%
Holding current value
$100,166
Previous $91,000
9.89%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.27 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.21 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.14 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.61 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.39 Million0.0% of portfolio