New Edge Advisors, LLC Innovator U.S. Small Cap Power Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
84Shares Held
4.83MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL601KShares$18 Million0.03% of portfolio
-
Allworth Financial LP493KShares$14.8 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.91 Million0.01% of portfolio