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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 151 | $6,564,503 | 12,936 | 0.00 | 0.00 | 3,757 | 40.93 | 03-31-2024 |
| TJX COS INC NEW | COM | 152 | $6,262,992 | 65,989 | 0.00 | 0.00 | 32,095 | 94.69 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 153 | $6,247,518 | 65,282 | 0.00 | 0.00 | 4,743 | 7.83 | 03-31-2024 |
| STARBUCKS CORP | COM | 154 | $6,150,883 | 82,088 | 0.00 | 0.00 | 3,470 | 4.41 | 03-31-2024 |
