New Edge Advisors, LLC Trimtabs ETF Tr Donoghue Forli Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DFRA
# of Institutions
17Shares Held
3.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.6MShares$00.0% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN1.56MShares$00.96% of portfolio
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Unique Wealth, LLC Tampa, FL156KShares$00.66% of portfolio
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Tradition Wealth Management, LLC61.7KShares$00.0% of portfolio
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Cyndeo Wealth Partners, LLC St. Petersburg, FL38.7KShares$00.0% of portfolio