Edge Financial Advisors LLC SPDR INDEX SHS FDS Transaction History

Edge Financial Advisors LLC

  • $190 Billion
  • Q2 2025
Number of Shares
3,633
Previous 4,345 16.39%
Holding current value
$229 Million
Previous $251 Million 8.61%
% of portfolio
0.12%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-712 Reduced 16.39%
3,633 $229 Million
Q1 2025

Apr 17, 2025
SELL
N/A
-32,308 Reduced 88.15%
4,345 $251 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-496 Reduced 1.34%
36,653 $2.09 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
14,262 Added 62.31%
37,149 $2.34 Billion
Q1 2024

Apr 19, 2024
BUY
N/A
22,887 New
22,887 $1.32 Billion
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