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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 1801 | $911,348 | 38,855 | 0.00 | 38,855 | +Inf | 12-31-2023 | |
| VANGUARD RUSSELL | MF Closed and MF Open | 1802 | $910,955 | 4,199 | 0.00 | 0.00 | 637 | 17.88 | 12-31-2023 |
| FIVE9 INC | Common Stock | 1803 | $908,274 | 11,448 | 0.00 | 0.00 | 11,437 | 103972.73 | 12-31-2023 |
| EATON VANCE | MF Closed and MF Open | 1804 | $907,401 | 74,285 | 0.00 | 0.00 | 16,757 | 29.13 | 12-31-2023 |
