Edge Wealth Management LLC Southern CO Transaction History
Edge Wealth Management LLC
- $528 Million
- Q3 2025
Shares
7 transactions
Others Institutions Holding SOJD
# of Institutions
4Shares Held
86.5KCall Options Held
0Put Options Held
0-
Bartlett & Co. LLC65.1KShares$1.32 Million0.02% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA15.3KShares$310,6600.03% of portfolio
-
Nbc Securities, Inc. Birmingham, AL4.32KShares$87,7130.01% of portfolio
-
Thompson Investment Management, Inc.1.85KShares$37,5360.01% of portfolio