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 |
|---|---|---|---|---|---|---|---|---|---|
| CF INDS HLDGS INC | COM | 101 | $12,853,729 | 174,005 | 0.00 | 174,005 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 102 | $12,646,389 | 220,282 | 0.00 | 0.00 | -112,263 | -33.76 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 103 | $12,451,854 | 324,605 | 0.00 | 0.00 | 67,590 | 26.30 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO LN TSR | 104 | $11,861,729 | 449,308 | 0.00 | 449,308 | +Inf | 03-31-2024 |
