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Edge Wealth Management LLC
Portfolio value
Edge Wealth Management LLC portfolio value
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$427,885,909
is the total value of the holdings Edge Wealth Management LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$427,885,909
Q3 2023
$458,156,783
Q2 2023
$436,147,990
Q1 2023
$430,050,115
Q4 2022
$452,255,000
Q3 2022
$462,459,000
Q2 2022
$507,567,000
Q1 2022
$546,619,000
Q4 2021
$512,862,000
Q3 2021
$491,429,000
Q2 2021
$470,533,000
Q1 2021
$440,290,000
Q4 2020
$434,477,000
Q3 2020
$527,376,000
Q2 2020
$460,646,000
Q1 2020
$500,052,000
Q4 2019
$434,354,000
Q3 2019
$450,759,000
Q2 2019
$405,868,000
Q1 2019
$354,667,000
Q4 2018
$416,357,000
Q3 2018
$393,077,000
Q2 2018
$376,767,000
Q1 2018
$353,055,000
Q4 2017
$330,500,000
Q3 2017
$317,514,000
Q2 2017
$288,243,000
Q1 2017
$263,984,000
Q4 2016
$235,121,000
Q3 2016
$240,409,000
Q2 2016
$220,481,000
Q1 2016
$265,047,000
Q4 2015
$265,347,000
Q3 2015
$292,292,000
Q2 2015
$297,616,000
Q1 2015
$272,673,000
Q4 2014
$259,569,000
Q3 2014
$240,575,000
Q2 2014
$238,938,000
Q1 2014
$216,438,000
Q4 2013
$163,845,000
Q3 2013
$149,595,000
Q2 2013