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 | IBOXX HI YD ETF | 701 | $459,691 | 5,989 | 0.00 | 0.00 | -4,502 | -42.91 | 03-31-2024 |
| MAINSTAY MACKAY DEFINEDTERM | COM | 702 | $455,124 | 28,339 | 0.00 | 0.00 | -5,280 | -15.71 | 03-31-2024 |
| CNO FINL GROUP INC | COM | 703 | $455,106 | 16,750 | 0.00 | 0.00 | -250 | -1.47 | 03-31-2024 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 704 | $452,734 | 17,678 | 0.00 | 0.00 | 6,435 | 57.24 | 03-31-2024 |
