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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC | Common Stock | 1001 | $2,628,753 | 33,381 | 0.00 | 0.00 | 7,365 | 28.31 | 12-31-2023 |
| VANGUARD ESG | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,814 | 9.47 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 1003 | $2,592,059 | 73,016 | 0.00 | 0.00 | 20,705 | 39.58 | 12-31-2023 |
| HP INC | COM | Liquidated | $0 | 0 | 0.00 | 177,576 | +Inf | 12-31-2023 |
