New Edge Wealth, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FMAR
# of Institutions
130Shares Held
4.97MCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL430KShares$18.1 Million0.01% of portfolio
-
Outlook Wealth Advisors, LLC333KShares$14 Million4.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL259KShares$10.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc204KShares$8.6 Million0.0% of portfolio
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Sterling Manor Financial, LLC186KShares$7.85 Million5.9% of portfolio