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 DIV GRWTH | 201 | $4,710,103 | 84,064 | 0.00 | 0.00 | 13,235 | 18.69 | 03-31-2024 |
| PROGRESSIVE CORP | COM | 202 | $4,650,251 | 22,247 | 0.00 | 0.00 | 8,053 | 56.74 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 203 | $4,643,475 | 44,431 | 0.00 | 0.00 | 11,131 | 33.43 | 03-31-2024 |
| CHARLES RIV LABS INTL INC | COM | 204 | $4,626,076 | 20,123 | 0.00 | 0.00 | 3,228 | 19.11 | 03-31-2024 |
