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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 501 | $981,681 | 12,142 | 0.00 | 12,142 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | CYBRSCURTY ETF | 502 | $964,751 | 33,721 | 0.00 | 0.00 | -14,753 | -30.43 | 03-31-2024 |
| MAIN STR CAP CORP | COM | 503 | $952,101 | 19,084 | 0.00 | 19,084 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI ACWI ETF | 504 | $944,251 | 8,803 | 0.00 | 0.00 | 1,941 | 28.29 | 03-31-2024 |
