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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 251 | $3,427,768 | 92,944 | 0.00 | 0.00 | 12,112 | 14.98 | 03-31-2024 |
| ABBOTT LABS | COM | 252 | $3,416,111 | 32,252 | 0.00 | 0.00 | -471 | -1.44 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 253 | $3,412,140 | 58,911 | 0.00 | 0.00 | 53,474 | 983.52 | 03-31-2024 |
| DOLBY LABORATORIES INC | COM CL A | 254 | $3,394,009 | 42,579 | 0.00 | 0.00 | 5,497 | 14.82 | 03-31-2024 |
