Ownership history in NewEdge Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in GLOBAL X FDS (MILN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,200 | -360 | -1.0% | 0.02% | $1.7M | $46.92 |
| 2025 Q3 | REDUCED | 37,560 | -122 | -0.3% | 0.03% | $1.8M | $49.36 |
| 2025 Q2 | REDUCED | 37,682 | -352 | -0.9% | 0.03% | $1.8M | $48.69 |
| 2025 Q1 | ADDED | 38,034 | +1,245 | +3.4% | 0.03% | $1.6M | $43.00 |
| 2024 Q4 | REDUCED | 36,789 | -9,307 | -20.2% | 0.03% | $1.7M | $44.85 |
| 2024 Q3 | INITIATED | 46,096 | — | — | 0.03% | $1.9M | $41.74 |
As of 2025 Q4 — sorted by position size