New Edge Wealth, LLC First Tr Tactical High Yield L Transaction History

New Edge Wealth, LLC

  • $4.52 Billion
  • Q2 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,811 shares of HYLS stock, worth $243,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,811
Previous 5,857 0.79%
Holding current value
$243,829
Previous $241,000 2.07%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$40.2 - $41.01 $1,849 - $1,886
-46 Reduced 0.79%
5,811 $236,000
Q1 2024

May 06, 2024
SELL
$40.81 - $41.46 $80,885 - $82,173
-1,982 Reduced 25.28%
5,857 $241,000
Q4 2023

Jan 29, 2024
SELL
$38.23 - $41.71 $370,372 - $404,086
-9,688 Reduced 55.27%
7,839 $325,000
Q3 2023

Nov 08, 2023
BUY
$39.14 - $40.03 $317,581 - $324,803
8,114 Added 86.2%
17,527 $687,000
Q2 2023

Aug 09, 2023
BUY
$38.96 - $40.13 $366,730 - $377,743
9,413 New
9,413 $373,000

Others Institutions Holding HYLS

# of Institutions
217
Shares Held
23.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 Wealth, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email