Edge Wealth Management LLC Wells Fargo& CO New Transaction History
Edge Wealth Management LLC
- $528 Million
- Q3 2025
Shares
	  3 transactions
	
  Others Institutions Holding WFCPRZ
# of Institutions
7Shares Held
237KCall Options Held
0Put Options Held
0- 
    
      Steigerwald, Gordon & Koch Inc.175KShares$00.0% of portfolio
- 
    
      Keynote Financial Services LLC Vernon, CT32.2KShares$00.41% of portfolio
- 
    
      Quest Investment Management LLC Lake Oswego, OR12KShares$00.0% of portfolio
- 
    
      Org Partners LLC Roanoke, IN11.8KShares$00.0% of portfolio
- 
    
      Pnc Financial Services Group, Inc. Pittsburgh, PA6.18KShares$00.0% of portfolio