New Edge Wealth, LLC Blackrock ETF Tr U S Equity Fa Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.48 Billion1.08% of portfolio
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Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY13.6MShares$718 Million0.06% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$522 Million1.76% of portfolio
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Cwm, LLC8.85MShares$466 Million1.88% of portfolio