Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWEDGE WEALTH LLC | 05-03-2024 | 03-31-2024 | 808 | 4,457,713,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $235,524,524 | 592,008 | 0.01 | 0.00 | 135,981 | 29.82 | 03-31-2024 |
| APPLE INC | COM | 2 | $166,348,630 | 980,133 | 0.00 | 0.00 | 284,404 | 40.88 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 3 | $102,953,339 | 617,893 | 0.00 | 0.00 | 216,844 | 54.07 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $82,564,202 | 214,632 | 0.00 | 0.00 | 63,879 | 42.37 | 03-31-2024 |
