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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | 901 | $250,168 | 4,213 | 0.00 | 4,213 | +Inf | 03-31-2024 | |
| NICE LTD | SPONSORED ADR | 902 | $250,033 | 1,139 | 0.00 | 1,139 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | ENERGY ETF | 903 | $249,234 | 1,931 | 0.00 | 1,931 | +Inf | 03-31-2024 | |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 904 | $247,427 | 12,359 | 0.00 | 0.00 | -4,292 | -25.78 | 03-31-2024 |
