Edge Financial Advisors LLC Purchases in Q3 2024

Edge Financial Advisors LLC

  • $113 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
43.9K
+ 130.48%
$28.69 - $32.06 $1.26M - $1.41M
77.6K $2.47B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
16.9K
+ 112.34%
$74.82 - $74.82 $1.26M - $1.26M
31.9K $2.57B
IQLT
Ishares Msci Intl Quality Fact

ETFs
32.4K
+ 125.33%
$37.37 - $41.82 $1.21M - $1.36M
58.3K $2.42B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13.2K
+ 101.74%
$85.84 - $85.84 $1.14M - $1.14M
26.3K $2.55B
DUHP
Dimensional ETF Tr Dimensional

ETFs
38.3K
+ 115.14%
$30.74 - $34.07 $1.18M - $1.3M
71.6K $2.44B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.9K
+ 101.85%
$31.05 - $34.29 $1.15M - $1.27M
73.2K $2.51B
IEFA
Ishares Tr

ETFs
16.3K
+ 112.49%
$70.09 - $78.74 $1.14M - $1.28M
30.8K $2.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.27K
+ 77.26%
$475.2 - $527.7 $1.08M - $1.2M
5.21K $2.75B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.9K
+ 96.64%
$61.47 - $67.36 $1.1M - $1.21M
36.4K $2.45B
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
25.1K
+ 104.95%
$45.75 - $50.32 $1.15M - $1.26M
49K $2.43B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.2K
+ 120.81%
$25.21 - $28.46 $1.01M - $1.14M
73.4K $2.07B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
39.8K
+ 131.15%
$25.73 - $28.81 $1.02M - $1.15M
70.2K $2B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
48.9K
+ 119.79%
$20.27 - $20.27 $992K - $992K
89.8K $1.97B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.5K
+ 104.63%
$41.9 - $48.26 $902K - $1.04M
42.1K $2.01B
Spdr Index Shs Fds
14.3K
+ 62.31%
N/A
37.1K $2.34B
SYLD
Cambria Shareholder Yld ETF

ETFs
13.3K
+ 122.62%
$66.68 - $72.81 $887K - $969K
24.2K $1.75B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8.68K
+ 118.58%
$97.05 - $106.1 $842K - $921K
16K $1.69B
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
18.7K
+ 100.42%
$42.64 - $46.54 $796K - $869K
37.3K $1.72B
VB
Vanguard Small Cap ETF

ETFs
2.29K
+ 57.91%
$214.77 - $237.72 $492K - $544K
6.24K $1.48B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.06K
+ 107.54%
$59.25 - $65.33 $477K - $526K
15.5K $1.01B
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.2K
+ 114.79%
$28.25 - $31.7 $486K - $546K
32.2K $992M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.1K
+ 107.43%
$42.22 - $48.62 $470K - $542K
21.5K $1B
IWM
Ishares Russell 2000 ETF

ETFs
942
New
$200.87 - $224.6 $189K - $212K
942 $287M
AEE
Ameren Corp

Utilities
2.77K
New
$70.45 - $87.46 $195K - $243K
2.77K $243M
MCO
Moodys Corp

Financial Services
504
New
$421.49 - $494.67 $212K - $249K
504 $239M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.27K
+ 26.15%
$94.31 - $103.26 $309K - $338K
15.8K $1.62B
SO
Southern CO

Utilities
636
+ 6.74%
$77.0 - $90.52 $49K - $57.6K
10.1K $908M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
6.24K
New
$25.55 - $35.66 $159K - $223K
6.24K $223M
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
New
$3305.62 - $4268.05 $165K - $213K
50 $212M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
488
New
$386.81 - $423.12 $189K - $206K
488 $206M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.45%
$191.76 - $263.26 $1.92K - $2.63K
2.22K $582M
EIX
Edison International

Utilities
93
+ 1.07%
$71.19 - $87.72 $6.62K - $8.16K
8.82K $768M
ABBV
Abb Vie Inc.

Healthcare
403
+ 15.88%
$163.84 - $199.33 $66K - $80.3K
2.94K $581M
CEG
Constellation Energy Corp

Utilities
6
+ 0.4%
$167.08 - $262.86 $1K - $1.58K
1.52K $396M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
641
+ 1.78%
$31.39 - $35.47 $20.1K - $22.7K
36.7K $1.29B
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 1.25%
$194.9 - $224.8 $18.5K - $21.4K
7.69K $1.62B
DUK
Duke Energy Corp

Utilities
40
+ 0.84%
$99.35 - $117.71 $3.97K - $4.71K
4.81K $554M
INTF
Ishares Tr

ETFs
676
+ 1.74%
$28.08 - $31.79 $19K - $21.5K
39.6K $1.24B
PEG
Public Service Enterprise Group Inc

Utilities
83
+ 2.73%
$73.58 - $89.21 $6.11K - $7.4K
3.13K $279M
SRE
Sempra Energy

Utilities
28
+ 0.62%
$74.97 - $84.04 $2.1K - $2.35K
4.57K $382M
XLF
Financial Sector Spdr

ETFs
119
+ 0.76%
$40.84 - $45.74 $4.86K - $5.44K
15.8K $717M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 0.33%
$523.84 - $572.02 $4.71K - $5.15K
2.75K $1.56B
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.65%
$245.82 - $304.51 $1.97K - $2.44K
1.24K $379M
VTV
Vanguard Value ETF

ETFs
16
+ 0.9%
$159.75 - $174.57 $2.56K - $2.79K
1.8K $315M
MDLZ
Mondelez International, Inc.

Consumer Defensive
67
+ 1.72%
$64.35 - $75.71 $4.31K - $5.07K
3.96K $292M
MA
Mastercard Inc

Financial Services
8
+ 0.88%
$429.6 - $500.99 $3.44K - $4.01K
917 $453M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6
+ 0.1%
$46.17 - $51.13 $277 - $307
6.04K $309M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
27
+ 0.99%
$90.59 - $99.43 $2.45K - $2.68K
2.77K $263M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
85
+ 0.91%
$29.28 - $32.18 $2.49K - $2.74K
9.4K $299M
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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