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
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Issuer
Class
Position
Value
Shares
Portfolio Percentage (%)
Previous Percentage (%)
Shares Delta
Shares Delta(%)
Date Reported
COHERENT CORPCOM1001$207,9883,7570.003,757+Inf03-31-2024
SAMSARA INCCOM CL A1002$207,8495,6450.005,645+Inf03-31-2024
FISERV INCCOM1003$207,7941,3930.001,393+Inf03-31-2024
EVERSOURCE ENERGYCOM1004$206,1253,3930.000.00-3,708-52.2203-31-2024
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