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 |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME | Common Stock | 1201 | $1,939,073 | 34,214 | 0.00 | 0.00 | 4,865 | 16.58 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | 1202 | $1,934,123 | 39,423 | 0.00 | 0.00 | 1,363 | 3.58 | 12-31-2023 |
| ISHARES MSCI | MF Closed and MF Open | 1203 | $1,933,838 | 49,004 | 0.00 | 0.00 | 12,275 | 33.42 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT BUFER | 1204 | $1,930,672 | 44,896 | 0.00 | 0.00 | 5,627 | 14.33 | 12-31-2023 |
