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 | NEW YORK MUN ETF | 351 | $2,216,523 | 41,711 | 0.00 | 41,711 | +Inf | 03-31-2024 | |
| TRAVELERS COMPANIES INC | COM | 352 | $2,213,430 | 10,325 | 0.00 | 0.00 | -273 | -2.58 | 03-31-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 353 | $2,211,430 | 29,175 | 0.00 | 0.00 | 141 | 0.49 | 03-31-2024 |
| FIRST HAWAIIAN INC | COM | 354 | $2,202,314 | 101,536 | 0.00 | 0.00 | -2,079 | -2.01 | 03-31-2024 |
