Edge Financial Advisors LLC

Q4 2024 13F Detailed Holdings

Location
Wheaton, IL
Holdings as of
12/31/2024
Value ($000)
$111,938
Num holdings
92
Date filed
1/17/2025
Form type
13F-HR
Prev filing
10/25/2024
Next filing
4/17/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None