Edge Wealth Management LLC Closed Holding Positions

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Imperva Inc
Q1 2019 Filed on Apr 11, 2019
2,940
N/A
GIS
General Mills Inc

Consumer Defensive
Q1 2019 Filed on Apr 11, 2019
91,911
$38.43 - $51.8 $3.53M - $4.76M
Contura Energy Inc
Q1 2019 Filed on Apr 11, 2019
5,000
N/A
Dirxn Daily Jr Bull Gold 3 X
Q1 2019 Filed on Apr 11, 2019
470
N/A
CTAS
Cintas Corp

Industrials
Q1 2019 Filed on Apr 11, 2019
720
$164.81 - $208.35 $119K - $150K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2019 Filed on Apr 11, 2019
640
$78.82 - $91.99 $50.4K - $58.9K
Worldpay Inc Class A
Q1 2019 Filed on Apr 11, 2019
695
N/A
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Apr 11, 2019
840
N/A
COO
Cooper Companies, Inc.

Healthcare
Q1 2019 Filed on Apr 11, 2019
182
$246.18 - $297.25 $44.8K - $54.1K
ALLE
Allegion PLC

Industrials
Q1 2019 Filed on Apr 11, 2019
545
$79.5 - $93.77 $43.3K - $51.1K
Steris PLC
Q1 2019 Filed on Apr 11, 2019
375
N/A
Harris Corp
Q1 2019 Filed on Apr 11, 2019
210
N/A
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q1 2019 Filed on Apr 11, 2019
200
$107.62 - $137.1 $21.5K - $27.4K
CHKP
Check Point Software Technologies LTD

Technology
Q1 2019 Filed on Apr 11, 2019
225
$102.35 - $126.75 $23K - $28.5K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2019 Filed on Apr 11, 2019
180
$94.53 - $110.2 $17K - $19.8K
Apergy Corp
Q1 2019 Filed on Apr 11, 2019
232
N/A
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
Q1 2019 Filed on Apr 11, 2019
355
$5.36 - $7.03 $1.9K - $2.5K
BCE
Bce Inc

Communication Services
Q1 2019 Filed on Apr 11, 2019
2,530
$39.74 - $44.83 $101K - $113K
FFWM
First Foundation Inc.

Financial Services
Q1 2019 Filed on Apr 11, 2019
2,300
$13.18 - $15.6 $30.3K - $35.9K
First Data Corp Class A
Q1 2019 Filed on Apr 11, 2019
300
N/A
TMF
Direxion Daily 20+ Yr Tsy Bull

ETFs
Q1 2019 Filed on Apr 11, 2019
300
$18.05 - $21.69 $5.42K - $6.51K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2019 Filed on Apr 11, 2019
3
N/A
Velocityshares 3 X Lg Nat Gas
Q1 2019 Filed on Apr 11, 2019
2,000
N/A
INCY
Incyte Corp

Healthcare
Q1 2019 Filed on Apr 11, 2019
1,000
$63.56 - $88.17 $63.6K - $88.2K
ZS
Zscaler, Inc.

Technology
Q1 2019 Filed on Apr 11, 2019
500
$39.32 - $71.05 $19.7K - $35.5K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2019 Filed on Apr 11, 2019
400
$14.53 - $16.16 $5.81K - $6.46K
Velocityshares 3 X Lng Silver
Q1 2019 Filed on Apr 11, 2019
11
N/A
January 19 Calls On Grpn Us
Q1 2019 Filed on Apr 11, 2019
500
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Jan 11, 2019
47,335
N/A
Chesapeake Energy Corp
Q4 2018 Filed on Jan 11, 2019
2,000
N/A
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 11, 2019
3,796
$50.03 - $93.89 $190K - $356K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q4 2018 Filed on Jan 11, 2019
12,155
$9.63 - $11.22 $117K - $136K
Nuveen Credit Opp 2022 Targe
Q4 2018 Filed on Jan 11, 2019
11,170
N/A
Eaton Vance Nj Municipal Inc
Q4 2018 Filed on Jan 11, 2019
3,500
N/A
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q4 2018 Filed on Jan 11, 2019
6,000
$4.16 - $4.8 $25K - $28.8K
AHTPRD
Ashford Hospitality Tr Inc. 8.
Q4 2018 Filed on Jan 11, 2019
971
N/A
Express Scripts Holding CO
Q4 2018 Filed on Jan 11, 2019
988
N/A
Randgold Resources Ltd Adr
Q4 2018 Filed on Jan 11, 2019
450
N/A
Apollo Investment Corp
Q4 2018 Filed on Jan 11, 2019
7,328
N/A
Wizard World Inc
Q4 2018 Filed on Jan 11, 2019
100,000
N/A
First Republic Bank/Sf
Q4 2018 Filed on Jan 11, 2019
1,000
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q4 2018 Filed on Jan 11, 2019
800
N/A
MYE
Myers Industries Inc

Consumer Cyclical
Q4 2018 Filed on Jan 11, 2019
165
$14.38 - $22.75 $2.37K - $3.75K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q4 2018 Filed on Jan 11, 2019
30,000
$7.81 - $11.32 $234K - $340K
IFUS
Impact Fusion International In
Q4 2018 Filed on Jan 11, 2019
200,000
N/A
Oclaro Inc
Q4 2018 Filed on Jan 11, 2019
6
N/A
VST
Vistra Corp.

Utilities
Q4 2018 Filed on Jan 11, 2019
3,486
$21.19 - $25.62 $73.9K - $89.3K
Corporate Capital Trust Inc
Q4 2018 Filed on Jan 11, 2019
54,987
N/A
Fitbit Inc A
Q4 2018 Filed on Jan 11, 2019
5,005
N/A
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