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 |
|---|---|---|---|---|---|---|---|---|---|
| ETF ROUNDHILL | MF Closed and MF Open | 4501 | $38,777 | 1,075 | 0.00 | 0.00 | 3 | 0.28 | 03-31-2024 |
| ISHARES GLOBAL | MF Closed and MF Open | 4502 | $38,676 | 655 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENVESTNET INC | Common Stock | 4503 | $38,568 | 666 | 0.00 | 0.00 | 501 | 303.64 | 03-31-2024 |
| CBAK ENERGY TECHNOLOGY INC | COM | 4504 | $38,480 | 37,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
