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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO | Common Stock | 351 | $11,145,456 | 33,973 | 0.00 | 0.00 | 13,668 | 67.31 | 12-31-2023 |
| ISHARES CORE | MF Closed and MF Open | 352 | $11,088,124 | 104,302 | 0.00 | 0.00 | 12,360 | 13.44 | 12-31-2023 |
| ISHARES INC | MSCI EMRG CHN | 353 | $11,003,055 | 200,667 | 0.00 | 0.00 | 191,235 | 2027.51 | 12-31-2023 |
| PHILIP MORRIS | Common Stock | 354 | $10,834,425 | 115,844 | 0.00 | 0.00 | 7,871 | 7.29 | 12-31-2023 |
