New Edge Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

New Edge Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$50.23 - $50.46 $177,814 - $178,628	-3,540 Reduced 47.09%	3,977 $200,000
Q4 2023 Jan 29, 2024	SELL	$50.21 - $50.49 $611,156 - $614,564	-12,172 Reduced 61.82%	7,517 $377,000
Q3 2023 Nov 08, 2023	BUY	$50.28 - $50.51 $262,210 - $263,409	5,215 Added 36.03%	19,689 $990,000
Q2 2023 Aug 09, 2023	SELL	$50.23 - $50.5 $374,313 - $376,326	-7,452 Reduced 33.99%	14,474 $728,000
Q1 2023 May 08, 2023	BUY	$50.21 - $50.41 $93,139 - $93,510	1,855 Added 9.24%	21,926 $1.1 Million
Q4 2022 Feb 14, 2023	BUY	$50.2 - $50.39 $1.01 Million - $1.01 Million	20,071 New	20,071 $1.01 Million

530

210M

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on New Edge Wealth, LLC with notifications on news.