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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$18.16 - $19.37 $663,947 - $708,186
36,561 Added 46.93%
114,460 $2.22 Million
Q1 2025

May 15, 2025

BUY
$19.03 - $19.51 $1.48 Million - $1.52 Million
77,899 New
77,899 $1.48 Million

Others Institutions Holding YLD

About PRINCIPAL EXCHANGE-TRADED FDS


  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.