Edge Wealth Management LLC Southern CO Transaction History
Edge Wealth Management LLC
- $467 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding SOJD
# of Institutions
4Shares Held
391KCall Options Held
0Put Options Held
0-
Crossmark Global Holdings, Inc.309KShares$6.25 Million0.12% of portfolio
-
Bartlett & Co. LLC65.1KShares$1.32 Million0.02% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA15.3KShares$310,0470.05% of portfolio
-
Thompson Investment Management, Inc.1.85KShares$37,4620.01% of portfolio