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 |
|---|---|---|---|---|---|---|---|---|---|
| TRANSDIGM GROUP | Common Stock | 3201 | $220,837 | 218 | 0.00 | 0.00 | 58 | 36.25 | 12-31-2023 |
| STEALTHGAS INC | Common Stock | 3202 | $219,812 | 30,029 | 0.00 | 30,029 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 3203 | $219,723 | 4,814 | 0.00 | 0.00 | -2,307 | -32.40 | 12-31-2023 |
| INVESCO S&P | MF Closed and MF Open | 3204 | $219,531 | 4,632 | 0.00 | 0.00 | 474 | 11.40 | 12-31-2023 |
