New Edge Advisors, LLC Simplify Exchange Traded Fds E Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding HIGH
# of Institutions
55Shares Held
5.24MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC846KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE560KShares$00.0% of portfolio
-
Beacon Capital Management, LLC536KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA521KShares$00.2% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT348KShares$00.0% of portfolio