Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDGE WEALTH MANAGEMENT LLC | 01-11-2024 | 12-31-2023 | 79 | 457,271,699 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORTHROP GRUMMAN CORP | COM | 151 | $241,092 | 515 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 152 | $219,538 | 417 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 153 | $216,132 | 2,665 | 0.00 | 2,665 | +Inf | 12-31-2023 | |
| EXXON MOBIL CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,789 | +Inf | 12-31-2023 |
