New Edge Wealth, LLC Ishares Short Term National Mu Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, New Edge Wealth, LLC holds 36,894 shares of SUB stock, worth $3.9 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,894
Previous 45,262
18.49%
Holding current value
$3.9 Million
Previous $4.81 Million
19.04%
% of portfolio
0.07%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
873Shares Held
75.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio