Edge Wealth Management LLC Jp Morgan Diversified Return Transaction History
Edge Wealth Management LLC
- $472 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding JPEM
# of Institutions
136Shares Held
5.49MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX471KShares$25.4 Million0.38% of portfolio
-
Lpl Financial LLC Fort Mill, SC293KShares$15.8 Million0.01% of portfolio
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Old Mission Capital LLC233KShares$12.6 Million0.06% of portfolio
-
Morgan Stanley New York, NY210KShares$11.3 Million0.0% of portfolio
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Sam Advisors, LLC187KShares$10.1 Million3.52% of portfolio