NewEdge Wealth, LLC
CIK
0001861796
City
Pittsburgh
State / Country
PA
Holdings in PFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,592,066 | 171,744 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $2,410,487 | 271,146 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $3,053,950 | 295,639 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $3,201,727 | 286,124 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $3,151,905 | 288,372 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $3,316,795 | 286,672 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $3,509,002 | 304,073 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $3,625,611 | 318,595 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $3,741,356 | 309,203 | Shares | Sole | 2024-01-29 |