Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWEDGE ADVISORS LLC | 05-13-2024 | 03-31-2024 | 3830 | 11,464,887,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 3-7YR | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 43,442 | 47.45 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 302 | $15,682,271 | 82,123 | 0.00 | 0.00 | 11,126 | 15.67 | 03-31-2024 |
| EATON CORP | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 10,761 | 19.93 | 03-31-2024 |
| NEXTERA ENERGY | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -13,485 | -4.91 | 03-31-2024 |
