Edge Wealth Management LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Edge Wealth Management LLC

  • $528 Million
  • Q3 2025
Number of Shares
321,206
Previous 263,171 22.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
58,035 Added 22.05%
321,206 $0
Q2 2025

Jul 14, 2025
BUY
N/A
36,057 Added 15.88%
263,171 $0
Q1 2025

Apr 10, 2025
BUY
N/A
106,797 Added 88.76%
227,114 $0
Q4 2024

Jan 14, 2025
BUY
N/A
103,262 Added 605.46%
120,317 $0
Q3 2024

Oct 15, 2024
BUY
N/A
17,055 New
17,055 $0
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