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 |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FINL SVCS GROUP INC | COM | 551 | $778,165 | 7,982 | 0.00 | 0.00 | 63 | 0.80 | 03-31-2024 |
| WELLS FARGO CO NEW | PERP PFD CNV A | 552 | $774,849 | 669 | 0.00 | 0.00 | 232 | 53.09 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 553 | $774,389 | 11,410 | 0.00 | 11,410 | +Inf | 03-31-2024 | |
| TELEFLEX INCORPORATED | COM | 554 | $771,867 | 3,884 | 0.00 | 0.00 | -112 | -2.80 | 03-31-2024 |
