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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 1351 | $1,566,879 | 38,348 | 0.00 | 0.00 | 3,008 | 8.51 | 12-31-2023 |
| ROCKWELL AUTOMATION | Common Stock | 1352 | $1,559,660 | 5,053 | 0.00 | 0.00 | 395 | 8.48 | 12-31-2023 |
| GSK PLC | Common Stock | 1353 | $1,557,919 | 41,344 | 0.00 | 41,344 | +Inf | 12-31-2023 | |
| UGI CORP | Common Stock | 1354 | $1,550,746 | 67,637 | 0.00 | 0.00 | 67,488 | 45293.96 | 12-31-2023 |
