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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,774 | 6.49 | 03-31-2024 |
| AT&T INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 436,857 | +Inf | 03-31-2024 | |
| ISHARES TR | US TREAS BD ETF | 553 | $7,413,023 | 325,561 | 0.00 | 0.00 | -21,419 | -6.17 | 03-31-2024 |
| PIMCO ETF TR | MULTISECTOR BD | 554 | $7,399,034 | 287,230 | 0.00 | 0.00 | 984 | 0.34 | 03-31-2024 |
