Edge Wealth Management LLC Ishares Tr Transaction History
Edge Wealth Management LLC
- $467 Million
- Q1 2025
A detailed history of Edge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Wealth Management LLC holds 84,723 shares of MBB stock, worth $7.85 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
84,723
Previous 86,507
2.06%
Holding current value
$7.85 Million
Previous $7.93 Million
0.08%
% of portfolio
1.7%
Previous 1.68%
Shares
11 transactions
Others Institutions Holding MBB
# of Institutions
1,008Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.04 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.66 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.02 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.82 Billion0.73% of portfolio