New Edge Advisors, LLC Principal Exchange Traded Fds Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, New Edge Advisors, LLC holds 114,460 shares of YLD stock, worth $2.18 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
114,460
Previous 77,899
46.93%
Holding current value
$2.18 Million
Previous $1.48 Million
49.49%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding YLD
# of Institutions
63Shares Held
13.7MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA2.76MShares$52.7 Million0.03% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.44MShares$27.5 Million0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$26.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.02MShares$19.4 Million0.01% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL933KShares$17.8 Million1.06% of portfolio