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 |
|---|---|---|---|---|---|---|---|---|---|
| FLOWERS FOODS | Common Stock | 2101 | $687,678 | 30,550 | 0.00 | 0.00 | -273 | -0.89 | 12-31-2023 |
| VANGUARD ESG | MF Closed and MF Open | 2102 | $687,540 | 12,718 | 0.00 | 0.00 | -901 | -6.62 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE US EQ MD | 2103 | $682,868 | 20,668 | 0.00 | 0.00 | -15,050 | -42.14 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 2104 | $681,277 | 7,721 | 0.00 | 0.00 | -648 | -7.74 | 12-31-2023 |
