Edge Financial Advisors LLC New Holdings in Q3 2024

Edge Financial Advisors LLC

  • $113 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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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