New Edge Wealth, LLC Ishares 0 5 Year Investment Gr Transaction History

New Edge Wealth, LLC

$4.52 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$47.89 - $48.35 $444,467 - $448,736	9,281 Added 73.58%	21,894 $1.05 Million
Q2 2023 Aug 09, 2023	BUY	$48.08 - $48.64 $606,433 - $613,496	12,613 New	12,613 $608,000

Others Institutions Holding SLQD

# of Institutions

240

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$112 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$87.2 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$60.2 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1M
Shares

$50.4 Million
1.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

938K
Shares

$47.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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