Edge Wealth Management 13F annual report (2024) | wallmine

Edge Wealth Management 13F Annual Report (2024) | Wallmine

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80 rows  · Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $475 billion ran by Matthew Weinberg. There are …

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Atlantic Edge Private Wealth Management 13F Annual Report …

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Atlantic Edge Private Wealth Management closed its position in Ishares Tr on 26th July 2024. It sold the previously owned 469 shares for $52 million. Matthew Cochran also disclosed a …

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3edge Asset Management, L.P. 13F Annual Report (2024) - Wallmine

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In the most recent 13F filing, 3edge Asset Management, L.P. revealed that it had opened a new position in Harbor ETF Trust and bought 1,058,226 shares worth $23.8 billion. This means …

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Edge Wealth Management 13F Annual Report (2023) | Wallmine GB

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Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $436 billion ran by Matthew Weinberg. There are currently 67 companies …

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Newedge Wealth 13F Annual Report (2024) | Wallmine GB

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$4.45 trillion Assets Under Management (AUM) As of 29th April 2024, Newedge Wealth’s top holding is 592,008 shares of Microsoft currently worth over $236 billion and making up 5.3% of …

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Edge Wealth Management 13F Annual Report (2024) | Wallmine

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Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $457 billion ran by Matthew Weinberg. There are currently 72 companies …

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Leading Edge Planning 13F Annual Report (2024) | Wallmine

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$248 billion Assets Under Management (AUM) As of 25th July 2024, Leading Edge Planning’s top holding is 2,127,251 shares of Spdr Ser Tr currently worth over $82.4 billion and making up …

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Edge Wealth Management 13F Annual Report (2023) | Wallmine GB

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Edge Wealth Management 13F annual report Edge Wealth Management is an investment fund managing more than $429 billion ran by Matthew Weinberg. There are currently 77 companies …

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Edge Capital 13F Annual Report (2024) - Wallmine

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$2.01 trillion Assets Under Management (AUM) As of 7th May 2024, Edge Capital’s top holding is 1,606,707 shares of Vanguard High Dividend Yield Index Etf currently worth over $194 billion …

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Lead Edge Capital Management 13F Annual Report (2024) | Wallmine

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$325 billion Assets Under Management (AUM) As of 8th May 2024, Lead Edge Capital Management’s top holding is 11,474,281 shares of Yext Inc currently worth over $69.2 billion …

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Lead Edge Capital Management 13F Annual Report (2024) - Wallmine

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As of 7th August 2024, Lead Edge Capital Management’s top holding is 2,498,900 shares of Toast currently worth over $64.4 billion and making up 20.6% of the portfolio value. Relative to …

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Blue Edge Capital 13F Annual Report (2024) | Wallmine

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Blue Edge Capital is an investment fund managing more than $496 billion ran by Margaret Fretz. There are currently 99 companies in Mrs. Fretz’s portfolio. The largest investments include …

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Lead Edge Capital Management 13F Annual Report (2024) | Wallmine

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$313 billion Assets Under Management (AUM) As of 7th August 2024, Lead Edge Capital Management’s top holding is 2,498,900 shares of Toast currently worth over $64.4 billion and …

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Blue Edge Capital 13F Annual Report (2024) | Wallmine

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$604 billion Assets Under Management (AUM) As of 31st July 2024, Blue Edge Capital’s top holding is 161,167 shares of Vanguard Mega Cap Growth currently worth over $60.3 billion …

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Able Wealth Management 13F Annual Report (2024) | Wallmine

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$110 billion Assets Under Management (AUM) As of 13th February 2024, Able Wealth Management’s top holding is 176,323 shares of iShares Short Treasury Bond ETF currently …

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Passaic Partners 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Passaic Partners revealed that it had opened a new position in Spdr S&p Midcap 400 Etf Tr and bought 50,258 shares worth $26.9 billion. On the other hand, …

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Rovida Advisors 13F Annual Report (2024) | Wallmine

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$280 billion Assets Under Management (AUM) As of 6th August 2024, Rovida Advisors’s top holding is 1,793,437 shares of Bank Of Nt Butterfield&son L currently worth over $62.9 billion …

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