Edge Financial Advisors LLC SPDR INDEX SHS FDS Transaction History

Edge Financial Advisors LLC

  • $113 Billion
  • Q3 2024
Number of Shares
37,149
Previous 22,887 62.31%
Holding current value
$2.34 Billion
Previous $1.32 Billion 76.65%
% of portfolio
2.07%
Previous 1.16%

Shares

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