New Edge Wealth, LLC First Tr Large Cap Value Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, New Edge Wealth, LLC holds 26,922 shares of FTA stock, worth $2.12 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,922
Previous 27,259
1.24%
Holding current value
$2.12 Million
Previous $2.08 Million
4.85%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding FTA
# of Institutions
205Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$166 Million0.01% of portfolio
-
Ubs Group Ag979KShares$76.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.9 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$29.8 Million9.89% of portfolio