Atlantic Edge Private Wealth Management, LLC Ishares Tr Transaction History
Atlantic Edge Private Wealth Management, LLC
- $389 Billion
- Q3 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 490 shares of IYM stock, worth $70,961. This represents 0.02% of its overall portfolio holdings.
Number of Shares
490
Previous 490
-0.0%
Holding current value
$70,961
Previous $68.6 Million
5.86%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IYM
# of Institutions
213Shares Held
2.09MCall Options Held
1.8KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ304KShares$44 Million0.69% of portfolio
-
Morgan Stanley New York, NY226KShares$32.8 Million0.0% of portfolio
-
Citigroup Inc204KShares$29.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC130KShares$18.8 Million0.0% of portfolio
-
Commerce Bank Kansas City, MO114KShares$16.4 Million0.1% of portfolio