Edge Financial Advisors LLC Purchases and Sells in Q3 2024

Edge Financial Advisors LLC

$113 Billion
Q3 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	43.9K + 130.48%	$28.69 - $32.06 $1.26M - $1.41M	77.6K $2.47B
QEFA	16.9K + 112.34%	$74.82 - $74.82 $1.26M - $1.26M	31.9K $2.57B
IQLT	32.4K + 125.33%	$37.37 - $41.82 $1.21M - $1.36M	58.3K $2.42B
MOAT	13.2K + 101.74%	$85.84 - $85.84 $1.14M - $1.14M	26.3K $2.55B
DUHP	38.3K + 115.14%	$30.74 - $34.07 $1.18M - $1.3M	71.6K $2.44B
DFAC	36.9K + 101.85%	$31.05 - $34.29 $1.15M - $1.27M	73.2K $2.51B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	942 New	$200.87 - $224.6 $189K - $212K	942 $287M
AEE	2.77K New	$70.45 - $87.46 $195K - $243K	2.77K $243M
MCO	504 New	$421.49 - $494.67 $212K - $249K	504 $239M
DFEN	6.24K New	$25.55 - $35.66 $159K - $223K	6.24K $223M
BKNG	50 New	$3305.62 - $4268.05 $165K - $213K	50 $212M
DIA	488 New	$386.81 - $423.12 $189K - $206K	488 $206M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSIE	-59.5K - 66.88%	N/A	29.5K $1.07B
GEM	-63.4K - 73.16%	$31.15 - $35.67 $1.98M - $2.26M	23.3K $817M
GSLC	-17.9K - 50.8%	$101.72 - $112.94 $1.82M - $2.02M	17.3K $1.95B
AMZN	-6.94K - 65.81%	$161.02 - $200.0 $1.12M - $1.39M	3.61K $672M
GSSC	-17.4K - 76.17%	$62.57 - $70.53 $1.09M - $1.23M	5.44K $377M
SPY	-4.02K - 15.32%	$517.38 - $573.86 $2.08M - $2.31M	22.2K $12.7B

Activity Summary All Purchases 53 New Holdings 6 Increased Positions 47 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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