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 |
|---|---|---|---|---|---|---|---|---|---|
| TC ENERGY | Common Stock | 1401 | $1,480,047 | 37,945 | 0.00 | 0.00 | -2,734 | -6.72 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | US EQTY OPPT ETF | 1402 | $1,479,603 | 15,533 | 0.00 | 0.00 | -257 | -1.63 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 1403 | $1,472,486 | 28,001 | 0.00 | 28,001 | +Inf | 12-31-2023 | |
| VANGUARD LONG | MF Closed and MF Open | 1404 | $1,470,535 | 18,813 | 0.00 | 0.00 | 292 | 1.58 | 12-31-2023 |
