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| Name: |
EDGE WEALTH MANAGEMENT LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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4 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TLT |
iShares Tr Lehman 20+yr Tres |
49 |
New |
$89.84 |
$511,000 |
5,400 |
0.11% |
511,000 |
5,400 |
0 |
Closed - End Fund - E... |
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GBTC |
Grayscale Bitcoin |
55 |
New |
$0.00 |
$378,000 |
5,988 |
0.08% |
378,000 |
5,988 |
0.001 |
N/A |
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PSX |
Phillips 66 |
66 |
New |
$143.61 |
$245,000 |
1,500 |
0.05% |
245,000 |
1,500 |
0 |
Oil & Gas Refining, P... |
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NIO |
Nio Inc |
79 |
New |
$5.57 |
$54,000 |
12,000 |
0.01% |
54,000 |
12,000 |
0.001 |
N/A |
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