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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INTEREST | MF Closed and MF Open | 2601 | $407,643 | 4,850 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHENIERE ENERGY | Oil & Gas, Real Estate and REIT | 2602 | $407,642 | 7,980 | 0.00 | 0.00 | -80 | -0.99 | 12-31-2023 |
| JPMORGAN SUSTAINABLE | MF Closed and MF Open | 2603 | $407,533 | 8,066 | 0.00 | 0.00 | -2,939 | -26.71 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 2604 | $406,922 | 7,599 | 0.00 | 0.00 | 782 | 11.47 | 12-31-2023 |
