Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NEWEDGE WEALTH LLC 05-03-2024 03-31-2024 808 4,457,713,600
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR ISHARES SEMICDTR 401 $1,678,404 7,939 0.00 0.00 5,061 175.85 03-31-2024
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 402 $1,633,661 61,508 0.00 0.00 16,149 35.60 03-31-2024
VANECK ETF TRUST GOLD MINERS ETF 403 $1,601,214 47,684 0.00 0.00 107 0.22 03-31-2024
ISHARES TR CORE S&P TTL STK 404 $1,591,119 14,315 0.00 14,315 +Inf 03-31-2024
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