Edge Financial Advisors LLC SPDR INDEX SHS FDS Transaction History

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025
Number of Shares
4,345
Previous 36,653 88.15%
Holding current value
$251 Million
Previous $2.09 Billion 88.02%
% of portfolio
0.16%
Previous 1.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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