New Edge Wealth, LLC First Tr Vi Rba Amern Indl Ren Call Options Transaction History
New Edge Wealth, LLC
- $4.55 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AIRR
# of Institutions
159Shares Held
10MCall Options Held
4.5KPut Options Held
0-
Morgan Stanley New York, NY1.68MShares$124 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.02MShares$75.3 Million0.04% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL689KShares$50.9 Million0.07% of portfolio
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Ubs Group Ag648KShares$47.9 Million0.01% of portfolio
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Global Assets Advisory, LLC Orlando, FL509KShares$37.6 Million0.35% of portfolio