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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 13,668 | 67.31 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 402 | $11,140,928 | 96,626 | 0.00 | 96,626 | +Inf | 03-31-2024 | |
| ISHARES CORE | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 12,360 | 13.44 | 03-31-2024 |
| ISHARES TR | GLOBAL ENERG ETF | 404 | $11,079,973 | 257,970 | 0.00 | 257,970 | +Inf | 03-31-2024 |
