New Edge Advisors, LLC Trust For Professional Mgr Cro Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding SPC
# of Institutions
14Shares Held
486KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA150KShares$3.3 Million1.7% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA91.4KShares$2.01 Million0.0% of portfolio
-
Balance Wealth, LLC Delaware, OH78.2KShares$1.72 Million0.42% of portfolio
-
Great Valley Advisor Group, Inc.50.9KShares$1.12 Million0.02% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$654,9660.18% of portfolio