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 |
|---|---|---|---|---|---|---|---|---|---|
| UFP INDUSTRIES INC | COM | 301 | $2,781,832 | 24,087 | 0.00 | 24,087 | +Inf | 03-31-2024 | |
| WHEATON PRECIOUS METALS CORP | COM | 302 | $2,778,772 | 52,400 | 0.00 | 0.00 | 67 | 0.13 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 303 | $2,773,513 | 13,388 | 0.00 | 0.00 | 9,023 | 206.71 | 03-31-2024 |
| NORTHROP GRUMMAN CORP | COM | 304 | $2,766,043 | 5,823 | 0.00 | 0.00 | 984 | 20.33 | 03-31-2024 |
