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 |
|---|---|---|---|---|---|---|---|---|---|
| COMERICA INC | COM | 51 | $22,230,920 | 428,589 | 0.00 | 428,589 | +Inf | 03-31-2024 | |
| SENTINELONE INC | CL A | 52 | $22,166,184 | 1,030,985 | 0.00 | 1,030,985 | +Inf | 03-31-2024 | |
| FORTINET INC | COM | 53 | $22,020,435 | 337,737 | 0.00 | 0.00 | 64,209 | 23.47 | 03-31-2024 |
| PACER FDS TR | PACER US SMALL | 54 | $21,978,347 | 474,592 | 0.00 | 0.00 | 74,861 | 18.73 | 03-31-2024 |
