New Edge Wealth, LLC Flexshares Tr High Yield Value Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$39.0 - $43.43 $95,589 - $106,446	2,451 Added 30.04%	10,610 $415,000
Q2 2022 Aug 09, 2022	BUY	$40.39 - $46.52 $329,542 - $379,556	8,159 New	8,159 $330,000

Others Institutions Holding HYGV

# of Institutions

91

Shares Held

30.5M

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

24.9M
Shares

$1.01 Billion
0.17% of portfolio
Envestnet Asset Management Inc

765K
Shares

$31.1 Million
0.01% of portfolio
Kensington Asset Management, LLC Austin, TX

519K
Shares

$21.1 Million
1.19% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

479K
Shares

$19.5 Million
0.07% of portfolio
Morgan Stanley New York, NY

470K
Shares

$19.1 Million
0.0% of portfolio

About FLEXSHARES TR HIGH YIELD VALUE

Ticker HYGV
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