New Edge Wealth, LLC Ishares Tr Exponential Technol Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding XT
# of Institutions
251Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.03 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$53.2 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$43.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$41.4 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN462KShares$27.3 Million0.01% of portfolio