New Edge Advisors, LLC Donoghue Forlines Risk Managed Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$23.88 - $29.22 $8.61 Million - $10.5 Million	-360,574 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$28.42 - $31.34 $10.2 Million - $11.3 Million	360,574 New	360,574 $10.6 Million

Others Institutions Holding DFNV

# of Institutions

21

Shares Held

1.77M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

720K
Shares

$27.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

250K
Shares

$9.57 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

237K
Shares

$9.05 Million
0.03% of portfolio
Donoghue Forlines LLC

140K
Shares

$5.34 Million
1.37% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

135K
Shares

$5.14 Million
0.28% of portfolio

About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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