The Analysis of NewEdge Wealth, LLC's Holdings
Currently, NewEdge Wealth, LLC holds 1179 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in USFR (+8.3M shares, valued at $419.2M), VGSH (+1.8M shares, valued at $104.5M), N/A (+163.3K shares, valued at $102.4M); decreased their positions in VICI (-1.3M shares, valued at $37.8M), WDAY (-82.5K shares, valued at $17.7M), PULS (-179.0K shares, valued at $8.9M); initiated new positions in USFR (+8.3M shares, valued at $419.2M), ISHG (+1.0M shares, valued at $76.1M), LOB (+1.3M shares, valued at $43.3M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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