Edge Financial Advisors LLC

Q1 2024 13F Holdings Report, Options Holdings

Signature - Title
Jeremy Schletz - Chief Compliance Officer
Location
Wheaton, IL
Options holdings as of
31 Mar 2024
Notional value
$2,180
Number of holdings
5
Filing time
19 Apr 2024, 18:18:47 UTC
Description
All US holdings of this investor are reported in this report.
Next filing
Q2 2024 - 05 Feb 2026
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jeremy Schletz Chief Compliance Officer Wheaton, Illinois 04 Apr 2024