Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWEDGE ADVISORS LLC | 02-13-2024 | 12-31-2023 | 3757 | 10,533,568,601 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | Common Stock | 101 | $39,928,007 | 391,458 | 0.00 | 391,458 | +Inf | 12-31-2023 | |
| WELLS FARGO | Common Stock | 102 | $39,498,770 | 802,764 | 0.00 | 0.00 | 607,676 | 311.49 | 12-31-2023 |
| ISHARES TECHNOLOGY | MF Closed and MF Open | 103 | $39,251,672 | 315,136 | 0.00 | 0.00 | 67,160 | 27.08 | 12-31-2023 |
| JOHNSON & JOHNSON | Common Stock | 104 | $38,984,929 | 246,583 | 0.00 | 246,583 | +Inf | 12-31-2023 |
