New Edge Wealth, LLC Vaneck ETF Tr J.P. Morgan Em L Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$24.21 - $27.02 $31,473 - $35,126	-1,300 Reduced 10.04%	11,648 $285,000
Q1 2022 May 10, 2022	BUY	$25.9 - $29.13 $33,670 - $37,869	1,300 Added 11.16%	12,948 $349,000
Q4 2021 Jan 31, 2022	BUY	$28.27 - $30.05 $329,288 - $350,022	11,648 New	11,648 $333,000
Q3 2021 Nov 12, 2021	SELL	$29.91 - $31.29 $210,087 - $219,780	-7,024 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$30.66 - $32.17 $17,476 - $18,336	-570 Reduced 7.51%	7,024 $220,000
Q1 2021 May 13, 2021	SELL	$30.43 - $33.36 $250,134 - $274,219	-8,220 Reduced 51.98%	7,594 $233,000
Q4 2020 May 13, 2021	BUY	$30.59 - $33.49 $483,750 - $529,610	15,814 New	15,814 $526,000

Others Institutions Holding EMLC

# of Institutions

257

Shares Held

87.6M

Call Options Held

0

Put Options Held

33.5K

Personal Capital Advisors Corp

8.83M
Shares

$206 Million
1.04% of portfolio
Sei Investments CO Oaks, PA

7.69M
Shares

$180 Million
0.26% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.24M
Shares

$169 Million
0.04% of portfolio
Asset Management One Co., Ltd.

5.56M
Shares

$130 Million
0.51% of portfolio
Varma Mutual Pension Insurance CO Varma, H9

4.1M
Shares

$95.7 Million
0.96% of portfolio

About VANECK ETF TR J.P. MORGAN EM L

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