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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTIVE CORP | COM | 751 | $379,762 | 4,990 | 0.00 | 0.00 | 705 | 16.45 | 03-31-2024 |
| WEYERHAEUSER CO MTN BE | COM NEW | 752 | $378,965 | 12,221 | 0.00 | 0.00 | -336 | -2.68 | 03-31-2024 |
| NEW MTN FIN CORP | COM | 753 | $378,900 | 30,000 | 0.00 | 30,000 | +Inf | 03-31-2024 | |
| ENTERPRISE PRODS PARTNERS L | COM | 754 | $376,740 | 13,431 | 0.00 | 0.00 | 2,275 | 20.39 | 03-31-2024 |
