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 |
|---|---|---|---|---|---|---|---|---|---|
| GROUP ONE | Common Stock | 3851 | $138,028 | 472 | 0.00 | 0.00 | -20 | -4.07 | 03-31-2024 |
| DIREXION SHS ETF TR | TSLA BULL 1.5X | 3852 | $137,870 | 17,000 | 0.00 | 17,000 | +Inf | 03-31-2024 | |
| INVESCO TR INVT GRADE MUNS | COM | 3853 | $137,744 | 13,970 | 0.00 | 0.00 | 3,000 | 27.35 | 03-31-2024 |
| HSBC HOLDINGS | Common Stock | Liquidated | $137,651 | 3,497 | 0.00 | 0.00 | 3,497 | +Inf | 03-31-2024 |
