New Edge Wealth, LLC Flexshares Stoxx Global Broad Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$50.42 - $53.44 $655,863 - $695,147	13,008 New	13,008 $681,000
Q4 2021 Jan 31, 2022	BUY	$54.97 - $58.29 $496,489 - $526,475	9,032 New	9,032 $518,000

Others Institutions Holding NFRA

# of Institutions

110

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

30.9M
Shares

$1.81 Billion
0.31% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

2.03M
Shares

$119 Million
7.45% of portfolio
Alaska Permanent Capital Management

1.18M
Shares

$69 Million
5.56% of portfolio
Apcm Wealth Management For Individuals

693K
Shares

$40.6 Million
6.21% of portfolio
Camden Capital, LLC

271K
Shares

$15.9 Million
1.8% of portfolio

About FLEXSHARES STOXX GLOBAL BROAD

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