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 |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY TRANSFER | Oil & Gas, Real Estate and REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 20,696 | 5.64 | 03-31-2024 |
| FEDEX CORP | COM | Liquidated | $5,375,598 | 18,554 | 0.00 | 0.00 | 18,554 | +Inf | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | 703 | $5,360,305 | 100,663 | 0.00 | 100,663 | +Inf | 03-31-2024 | |
| ALPS ETF TR | ALERIAN MLP | 704 | $5,347,294 | 112,670 | 0.00 | 112,670 | +Inf | 03-31-2024 |
