Edge Wealth Management LLC Closed Holding Positions

Edge Wealth Management LLC

  • $472 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Xerox Corp
Q3 2019 Filed on Oct 21, 2019
750
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2019 Filed on Oct 21, 2019
3,050
$22.65 - $24.86 $69.1K - $75.8K
KBR
Kbr, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
1,418
$23.85 - $26.79 $33.8K - $38K
Bank Of America Corp
Q3 2019 Filed on Oct 21, 2019
1,000
N/A
Jpmorgan Chase & CO
Q3 2019 Filed on Oct 21, 2019
1,000
N/A
BWEN
Broadwind, Inc.

Industrials
Q3 2019 Filed on Oct 21, 2019
112
$1.62 - $2.36 $181 - $264
Ensco Rowan PLC Class A
Q3 2019 Filed on Oct 21, 2019
1,000
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2019 Filed on Oct 21, 2019
42
N/A
EARN
Ellington Residential Mortgage Reit

Real Estate
Q3 2019 Filed on Oct 21, 2019
6,200
$9.74 - $11.5 $60.4K - $71.3K
Perspecta Inc
Q3 2019 Filed on Oct 21, 2019
187
N/A
VT
Vanguard Total World Stk Index

ETFs
Q3 2019 Filed on Oct 21, 2019
587
$74.55 - $76.17 $43.8K - $44.7K
TUR
Ishares Msci Turkey ETF

ETFs
Q3 2019 Filed on Oct 21, 2019
1,500
$23.85 - $26.72 $35.8K - $40.1K
Carbon Black Inc
Q3 2019 Filed on Oct 21, 2019
14,880
N/A
AX
Axos Financial, Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
6
$24.31 - $29.48 $146 - $177
Yy Inc Adr
Q3 2019 Filed on Oct 21, 2019
2
N/A
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q3 2019 Filed on Oct 21, 2019
9,574
$22.22 - $24.47 $213K - $234K
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2019 Filed on Oct 21, 2019
5
$114.75 - $134.21 $574 - $671
EVER
Ever Quote, Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
10,000
$13.2 - $24.73 $132K - $247K
Rio Tinto LTD
Q3 2019 Filed on Oct 21, 2019
1,419
N/A
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 21, 2019
1,305
$56.24 - $67.3 $73.4K - $87.8K
COOP
Mr. Cooper Group Inc.

Financial Services
Q3 2019 Filed on Oct 21, 2019
1,500
$7.26 - $11.2 $10.9K - $16.8K
Pivotal Software Inc Cl A
Q3 2019 Filed on Oct 21, 2019
1,000
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
100
$58.1 - $93.58 $5.81K - $9.36K
Proshares Ultpro Shrt Dow30
Q3 2019 Filed on Oct 21, 2019
121
N/A
July 19 Calls On Cars Us
Q3 2019 Filed on Oct 21, 2019
50
N/A
June 19 Calls On Twtr Us
Q3 2019 Filed on Oct 21, 2019
431
N/A
January 20 Calls On Amzn Us
Q3 2019 Filed on Oct 21, 2019
28
N/A
July 19 Calls On Avlr Us
Q3 2019 Filed on Oct 21, 2019
20
N/A
June 19 Calls On Bac Us
Q3 2019 Filed on Oct 21, 2019
200
N/A
July 19 Calls On Clf Us
Q3 2019 Filed on Oct 21, 2019
400
N/A
June 19 Calls On Ge Us
Q3 2019 Filed on Oct 21, 2019
2,000
N/A
June 19 Calls On Gld Us
Q3 2019 Filed on Oct 21, 2019
200
N/A
July 19 Calls On Ms Us
Q3 2019 Filed on Oct 21, 2019
2,000
N/A
June 19 Calls On Sds Us
Q3 2019 Filed on Oct 21, 2019
1,000
N/A
July 19 Calls On Snap Us
Q3 2019 Filed on Oct 21, 2019
200
N/A
September 19 Calls On T Us
Q3 2019 Filed on Oct 21, 2019
500
N/A
July 19 Calls On Tell Us
Q3 2019 Filed on Oct 21, 2019
500
N/A
July 19 Calls On Trvg Us
Q3 2019 Filed on Oct 21, 2019
1,000
N/A
August 19 Calls On Ubs Us
Q3 2019 Filed on Oct 21, 2019
500
N/A
June 19 Calls On Wfc Us
Q3 2019 Filed on Oct 21, 2019
100
N/A
Apollo Cmmrl Real Est Fi
Q2 2019 Filed on Jul 15, 2019
10,178
N/A
Goldcorp Inc
Q2 2019 Filed on Jul 15, 2019
3,305
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2019 Filed on Jul 15, 2019
105
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 15, 2019
812
N/A
Blackstone Group LP The
Q2 2019 Filed on Jul 15, 2019
8,100
N/A
Tier Reit Inc
Q2 2019 Filed on Jul 15, 2019
953
N/A
PCG
Pg&E Corp

Utilities
Q2 2019 Filed on Jul 15, 2019
225
$17.02 - $23.95 $3.83K - $5.39K
KF
Korea Fund Inc

Financial Services
Q2 2019 Filed on Jul 15, 2019
450
$26.88 - $31.23 $12.1K - $14.1K
CHN
China Fund Inc

Financial Services
Q2 2019 Filed on Jul 15, 2019
580
$18.56 - $21.64 $10.8K - $12.6K
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