New Edge Wealth, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding FMAR
# of Institutions
118Shares Held
7.17MCall Options Held
0Put Options Held
0-
Mason & Associates Inc1.71MShares$72.2 Million18.88% of portfolio
-
Envestnet Asset Management Inc440KShares$18.6 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL435KShares$18.3 Million0.01% of portfolio
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Outlook Wealth Advisors, LLC326KShares$13.7 Million4.77% of portfolio
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Commonwealth Equity Services, LLC309KShares$13 Million0.02% of portfolio