New Edge Wealth, LLC Global X Fds Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Global X Fds stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,663 shares of BOTZ stock, worth $309,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,663

Holding current value

$309,312

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$27.68 - $32.27 $267,471 - $311,825	9,663 New	9,663 $310,000

Others Institutions Holding BOTZ

# of Institutions

396

Shares Held

30.5M

Call Options Held

199K

Put Options Held

284K

Bank Of America Corp Charlotte, NC

5.92M
Shares

$190 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.83M
Shares

$90.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.82M
Shares

$58.2 Million
0.03% of portfolio
Ubs Group Ag

1.76M
Shares

$56.4 Million
0.01% of portfolio
Citigroup Inc

1.22M
Shares

$38.9 Million
0.02% of portfolio

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

More about BOTZ

Track This Portfolio

Portfolio Update

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

News

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

Account