New Edge Wealth, LLC Reduced Holdings in Q3 2024

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
-1.2K
- 1.93%
$53.68 - $59.24 $64.1K - $70.8K
60.6K $3.59M
FLJP
Franklin Templeton ETF Tr

ETFs
-229
- 0.14%
$26.79 - $31.0 $6.13K - $7.1K
163K $4.95M
IWS
Ishares Russell Midcap Value E

ETFs
-1.76K
- 4.07%
$119.52 - $132.25 $211K - $233K
41.6K $5.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-817
- 2.9%
$82.97 - $98.97 $67.8K - $80.9K
27.3K $2.66M
O
Realty Income Corp

Real Estate
-61
- 0.18%
$52.36 - $63.42 $3.19K - $3.87K
33.7K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
-5.31K
- 2.78%
$47.6 - $53.31 $253K - $283K
185K $9.8M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-1.95K
- 0.61%
$25.18 - $28.27 $49.1K - $55.1K
316K $8.76M
VOT
Vanguard Mid Cap Growth Index

ETFs
-37
- 0.11%
$218.05 - $243.47 $8.07K - $9.01K
34.8K $8.48M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-111K
- 9.45%
$25.27 - $30.5 $2.8M - $3.37M
1.06M $31.4M
VT
Vanguard Total World Stk Index

ETFs
-2.03K
- 1.28%
$107.72 - $119.96 $218K - $243K
156K $18.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.87K
- 0.67%
$41.9 - $48.26 $120K - $139K
425K $20.3M
BERY
Berry Global Group, Inc.

Consumer Cyclical
-11K
- 4.19%
$58.01 - $69.08 $640K - $762K
252K $17.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.9K
- 1.13%
$75.32 - $84.37 $444K - $498K
518K $43.3M
CMA
Comerica Inc

Financial Services
-9.96K
- 2.24%
$49.93 - $61.49 $497K - $613K
434K $26M
QNST
Quinstreet, Inc

Communication Services
-90.4K
- 3.41%
$15.41 - $20.17 $1.39M - $1.82M
2.56M $48.9M
Activity Summary
Buys All Purchases 651 New Holdings 149 Increased Positions 502 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 1
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