NewEdge Wealth, LLC
Holdings in OTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,016,709 | 69,925 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $935,710 | 67,707 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $356,148 | 23,354 | Shares | Sole | 2025-08-11 |