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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | Common Stock | 401 | $9,479,017 | 264,021 | 0.00 | 264,021 | +Inf | 12-31-2023 | |
| BLACKSTONE INC | Common Stock | 402 | $9,477,921 | 75,023 | 0.00 | 75,023 | +Inf | 12-31-2023 | |
| ISHARES 7-10YR | MF Closed and MF Open | 403 | $9,310,262 | 97,268 | 0.00 | 0.00 | 26,453 | 37.36 | 12-31-2023 |
| VANGUARD EXTENDED | MF Closed and MF Open | 404 | $9,236,380 | 56,443 | 0.00 | 0.00 | -866 | -1.51 | 12-31-2023 |
