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 |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL | Common Stock | 251 | $17,176,161 | 82,609 | 0.00 | 0.00 | -3,787 | -4.38 | 12-31-2023 |
| CAPITAL GROUP | MF Closed and MF Open | 252 | $17,168,960 | 607,342 | 0.00 | 0.00 | 58,845 | 10.73 | 12-31-2023 |
| ABBOTT LABORATORIES | Common Stock | 253 | $17,033,698 | 153,122 | 0.00 | 0.00 | 1,355 | 0.89 | 12-31-2023 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 254 | $16,806,380 | 94,803 | 0.00 | 0.00 | 2,388 | 2.58 | 12-31-2023 |
