Edge Wealth Management LLC Closed Holding Positions

Edge Wealth Management LLC

  • $472 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2018 Filed on Oct 22, 2018
105
$42.81 - $48.5 $4.5K - $5.09K
HNPIY
Huaneng Power International Inc
Q3 2018 Filed on Oct 22, 2018
200
$0.63 - $0.67 $126 - $134
WBK
Westpac Banking Corporation

Financial Services
Q3 2018 Filed on Oct 22, 2018
185
N/A
New Senior Investment Group
Q3 2018 Filed on Oct 22, 2018
500
N/A
IVAC
Intevac Inc

Industrials
Q3 2018 Filed on Oct 22, 2018
500
$4.5 - $6.03 $2.25K - $3.02K
Advaxis Inc
Q3 2018 Filed on Oct 22, 2018
850
N/A
Rr Donnelley & Sons CO
Q3 2018 Filed on Oct 22, 2018
66
N/A
Quality Care Properties
Q3 2018 Filed on Oct 22, 2018
40
N/A
Fiat Chrysler Automobiles Nv
Q3 2018 Filed on Oct 22, 2018
30,213
N/A
USD
Proshares Ultra Semiconductors

ETFs
Q3 2018 Filed on Oct 22, 2018
300
N/A
Proshares Short Vix St Futur
Q3 2018 Filed on Oct 22, 2018
4,000
N/A
ARFXF
Pro Mis Neurosciences Inc.
Q3 2018 Filed on Oct 22, 2018
15,000
N/A
Medreleaf Corp
Q3 2018 Filed on Oct 22, 2018
300
N/A
Cigna Corp
Q3 2018 Filed on Oct 22, 2018
8
N/A
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q3 2018 Filed on Oct 22, 2018
88
N/A
Cit Group Inc
Q3 2018 Filed on Oct 22, 2018
5,000
N/A
IQ
I Qiyi, Inc.

Communication Services
Q3 2018 Filed on Oct 22, 2018
1,000
$25.89 - $37.0 $25.9K - $37K
ESPR
Esperion Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Oct 22, 2018
469
$40.74 - $51.41 $19.1K - $24.1K
Danaos Corp
Q3 2018 Filed on Oct 22, 2018
5,000
N/A
Vivus Inc
Q3 2018 Filed on Oct 22, 2018
3,000
N/A
July 18 Calls On Arry Us
Q3 2018 Filed on Oct 22, 2018
200
N/A
January 19 Calls On Db Us
Q3 2018 Filed on Oct 22, 2018
2,000
N/A
January 19 Calls On Kkr Us
Q3 2018 Filed on Oct 22, 2018
200
N/A
July 18 Calls On Cit Us
Q3 2018 Filed on Oct 22, 2018
1,200
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2018 Filed on Jul 17, 2018
12,350
N/A
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 17, 2018
300
$10.44 - $10.69 $3.13K - $3.21K
United Bancshares Inc/Ohio
Q2 2018 Filed on Jul 17, 2018
9,000
N/A
Direxion Daily S&P 500 Bear
Q2 2018 Filed on Jul 17, 2018
134
N/A
TTE
Total Energies Se

Energy
Q2 2018 Filed on Jul 17, 2018
660
$56.81 - $64.24 $37.5K - $42.4K
Db Cont Capital Trust V
Q2 2018 Filed on Jul 17, 2018
8,300
N/A
Andeavor
Q2 2018 Filed on Jul 17, 2018
1,245
N/A
Kkr & CO LP
Q2 2018 Filed on Jul 17, 2018
3,800
N/A
Powershares Dyn Pharmaceutic
Q2 2018 Filed on Jul 17, 2018
840
N/A
Powershares Water Resources
Q2 2018 Filed on Jul 17, 2018
2,000
N/A
MITTPRB
Ag Mortgage Investment Trust,
Q2 2018 Filed on Jul 17, 2018
1,000
N/A
Powershares Nasdaq Internet
Q2 2018 Filed on Jul 17, 2018
200
N/A
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q2 2018 Filed on Jul 17, 2018
3,015
$6.44 - $6.67 $19.4K - $20.1K
Time Warner Inc
Q2 2018 Filed on Jul 17, 2018
100
N/A
Guggenheim China Real Estate
Q2 2018 Filed on Jul 17, 2018
300
N/A
Nevsun Resources LTD
Q2 2018 Filed on Jul 17, 2018
3,000
N/A
DIN
Dine Brands Global, Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 17, 2018
150
$62.51 - $82.16 $9.38K - $12.3K
LUGDF
Lundin Gold Inc (Canada)
Q2 2018 Filed on Jul 17, 2018
1,000
N/A
Statoil Asa Spon Adr
Q2 2018 Filed on Jul 17, 2018
200
N/A
Portola Pharmaceuticals Inc
Q2 2018 Filed on Jul 17, 2018
75
N/A
ADVM
Adverum Biotechnologies, Inc.

Healthcare
Q2 2018 Filed on Jul 17, 2018
250
$5.3 - $6.9 $1.33K - $1.73K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
Q2 2018 Filed on Jul 17, 2018
25
$15.31 - $19.26 $383 - $482
Lsc Communications Inc
Q2 2018 Filed on Jul 17, 2018
25
N/A
Cumulus Media Inc Cl A
Q2 2018 Filed on Jul 17, 2018
125
N/A
WGO
Winnebago Industries Inc

Consumer Cyclical
Q2 2018 Filed on Jul 17, 2018
100
$35.0 - $46.4 $3.5K - $4.64K
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email