Edge Wealth Management LLC Southern CO Transaction History
Edge Wealth Management LLC
- $475 Million
- Q2 2024
Shares
7 transactions
Others Institutions Holding SOJD
# of Institutions
4Shares Held
385KCall Options Held
0Put Options Held
0-
Crossmark Global Holdings, Inc.303KShares$7.3 Million0.13% of portfolio
-
Bartlett & Co. LLC65.1KShares$1.57 Million0.02% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA15.3KShares$368,9950.06% of portfolio
-
Thompson Investment Management, Inc.1.85KShares$44,5850.01% of portfolio