Edge Financial Advisors LLC Wisdomtree Tr U.S Transaction History

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025

A detailed history of Edge Financial Advisors LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Edge Financial Advisors LLC holds 3,058 shares of DHS stock, worth $285,617. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,058
Previous 3,038 0.66%
Holding current value
$285,617
Previous $284 Million 6.9%
% of portfolio
0.19%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$91.55 - $99.74 $1,831 - $1,994
20 Added 0.66%
3,058 $303 Million
Q4 2024

Jan 17, 2025
BUY
$92.66 - $100.58 $2,779 - $3,017
30 Added 1.0%
3,038 $284 Million
Q3 2024

Oct 25, 2024
SELL
$83.9 - $93.83 $2,181 - $2,439
-26 Reduced 0.86%
3,008 $282 Million
Q1 2024

Apr 19, 2024
BUY
$79.77 - $86.66 $242,022 - $262,926
3,034 New
3,034 $263 Million

Others Institutions Holding DHS

# of Institutions
241
Shares Held
6.15M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
Track This Portfolio

Track Edge Financial Advisors LLC Portfolio

Follow Edge Financial Advisors 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 Edge Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email