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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CORE | MF Closed and MF Open | 3801 | $75,109 | 5,543 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SURGEPAYS INC | COM NEW | 3802 | $75,052 | 11,600 | 0.00 | 0.00 | 1,521 | 15.09 | 12-31-2023 |
| INVESCO FUNDAMENTAL | MF Closed and MF Open | 3803 | $74,642 | 4,117 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES US | MF Closed and MF Open | 3804 | $74,595 | 1,738 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
