New Edge Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,357 shares of IUSV stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,357Holding current value
$1.1 Million% of portfolio
0.02%Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
726Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.35 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.29 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$836 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$476 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$417 Million7.92% of portfolio