New Edge Wealth, LLC Ishares 0 5 Year Investment Gr 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
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

243

Shares Held

25.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

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.