Number of Shares
2,452
Previous 2,500 1.92%
Holding current value
$234 Million
Previous $222 Million 5.61%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
N/A
-48 Reduced 1.92%
2,452 $234 Million
Q1 2024

May 08, 2024

SELL
N/A
-13 Reduced 0.52%
2,500 $222 Million
Q4 2023

Feb 08, 2024

BUY
N/A
2,513 New
2,513 $207 Million
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.