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 |
|---|---|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN HIGH YIELD | COM | 2251 | $580,976 | 73,894 | 0.00 | 0.00 | 8,894 | 13.68 | 12-31-2023 |
| VANGUARD INTERMEDIATE | MF Closed and MF Open | 2252 | $579,590 | 9,815 | 0.00 | 0.00 | 6,677 | 212.78 | 12-31-2023 |
| FIRST TR HIGH INCOME LONG / | COM | 2253 | $576,935 | 48,370 | 0.00 | 0.00 | 2,851 | 6.26 | 12-31-2023 |
| SKYLINE CHAMPION | Common Stock | 2254 | $575,667 | 7,752 | 0.00 | 0.00 | -2,478 | -24.22 | 12-31-2023 |
