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 |
|---|---|---|---|---|---|---|---|---|---|
| COHERENT CORP | COM | 1001 | $207,988 | 3,757 | 0.00 | 3,757 | +Inf | 03-31-2024 | |
| SAMSARA INC | COM CL A | 1002 | $207,849 | 5,645 | 0.00 | 5,645 | +Inf | 03-31-2024 | |
| FISERV INC | COM | 1003 | $207,794 | 1,393 | 0.00 | 1,393 | +Inf | 03-31-2024 | |
| EVERSOURCE ENERGY | COM | 1004 | $206,125 | 3,393 | 0.00 | 0.00 | -3,708 | -52.22 | 03-31-2024 |
