New Edge Advisors, LLC Principal Exchange Traded Fds Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, New Edge Advisors, LLC holds 220,870 shares of YLD stock, worth $4.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
220,870
Previous 114,460 92.97%
Holding current value
$4.2 Million
Previous $2.22 Million 93.73%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$19.14 - $19.46 $2.04 Million - $2.07 Million
106,410 Added 92.97%
220,870 $4.3 Million
Q2 2025

Aug 14, 2025
BUY
$18.16 - $19.37 $663,947 - $708,186
36,561 Added 46.93%
114,460 $2.22 Million
Q1 2025

May 15, 2025
BUY
$19.03 - $19.51 $1.48 Million - $1.52 Million
77,899 New
77,899 $1.48 Million

Others Institutions Holding YLD

# of Institutions
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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