New Edge Wealth, LLC Ishares Tr Transaction History
New Edge Wealth, LLC
- $5.35 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding IYM
# of Institutions
215Shares Held
2.4MCall Options Held
8.4KPut Options Held
300-
Citigroup Inc453KShares$61 Million0.03% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ302KShares$40.6 Million0.98% of portfolio
-
Morgan Stanley New York, NY269KShares$36.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC125KShares$16.9 Million0.0% of portfolio
-
Commerce Bank Kansas City, MO121KShares$16.3 Million0.11% of portfolio