Edge Wealth Management LLC Purchases and Sells in Q3 2024

Edge Wealth Management LLC

$497 Million
Q3 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLB	82.8K + 45.31%	$39.57 - $49.67 $3.28M - $4.11M	266K $11.1M
IWM	36 + 0.03%	$200.87 - $224.6 $7.23K - $8.09K	118K $26.1M
NMRK	5 + 0.0%	$9.84 - $15.9 $49.2 - $79.5	164K $2.55M
MBB	5.29K + 7.17%	$90.85 - $96.66 $481K - $512K	79.1K $7.58M
AMLP	8.52K + 137.55%	$44.66 - $49.15 $381K - $419K	14.7K $693K
IEI	1.41K + 6.41%	$114.73 - $120.23 $162K - $169K	23.4K $2.8M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	745 New	$253.74 - $291.56 $189K - $217K	745 $204K
DOCS	4.65K New	$25.5 - $43.57 $118K - $202K	4.65K $202K
TMO	325 New	$531.86 - $624.21 $173K - $203K	325 $201K
AVADEL PHARMACEUTICALS PLC	20K New	N/A	20K $0
SIMPLIFY EXCHANGE TRADED FUN	17.1K New	N/A	17.1K $0

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-93 - 0.05%	$148.65 - $191.18 $13.8K - $17.8K	189K $31.3M
MRK	-450 - 0.36%	$111.15 - $128.97 $50K - $58K	124K $14M
WM	-115 - 0.15%	$196.96 - $223.45 $22.7K - $25.7K	78.2K $16.2M
HON	-341 - 0.61%	$196.73 - $220.21 $67.1K - $75.1K	55.2K $11.4M
DIS	-1.84K - 2.43%	$85.6 - $98.61 $157K - $181K	73.9K $7.11M
SHV	-1.86K - 14.94%	$110.05 - $110.63 $204K - $206K	10.6K $1.17M

Activity Summary All Purchases 20 New Holdings 5 Increased Positions 15 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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