New Edge Advisors, LLC Trust For Professional Mgr Cro Call Options Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPC
# of Institutions
12Shares Held
1.81MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.66MShares$34.4 Million7.04% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$617,3680.0% of portfolio
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Ellsworth Advisors, LLC23.4KShares$484,2280.13% of portfolio
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Bank Of America Corp Charlotte, NC22.1KShares$457,9730.0% of portfolio
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Compass Ion Advisors, LLC20.6KShares$425,2620.06% of portfolio