Edge Wealth Management LLC Wells Fargo& CO New Transaction History
Edge Wealth Management LLC
- $488 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding WFCPRZ
# of Institutions
6Shares Held
67.3KCall Options Held
0Put Options Held
0-
Keynote Financial Services LLC Vernon, CT32.2KShares$00.41% of portfolio
-
Org Partners LLC Roanoke, IN16.8KShares$00.0% of portfolio
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Quest Investment Management LLC Lake Oswego, OR12KShares$00.0% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA6.18KShares$00.0% of portfolio
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Tucker Asset Management LLC Littleton, CO100Shares$00.0% of portfolio