Edge Wealth Management LLC Simplify ETF Simplify Int Rate Transaction History
Edge Wealth Management LLC
- $528 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding PFIX
# of Institutions
60Shares Held
1.26MCall Options Held
0Put Options Held
0- 
    
      Jane Street Group, LLC New York, NY417KShares$19.5 Million0.0% of portfolio
- 
    
      Drum Hill Capital, LLC Westport, CT112KShares$5.23 Million5.85% of portfolio
- 
    
      January Capital Advisors LLC88.5KShares$4.13 Million4.44% of portfolio
- 
    
      Holcombe Financial, Inc. Atlanta, GA85.8KShares$4.01 Million2.88% of portfolio
- 
    
      Colony Group LLC Boston, MA69KShares$3.22 Million0.1% of portfolio