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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTODESK INC | COM | 451 | $1,224,848 | 5,834 | 0.00 | 0.00 | -586 | -9.13 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 452 | $1,220,942 | 13,178 | 0.00 | 0.00 | -145,498 | -91.70 | 03-31-2024 |
| KKR & CO INC | COM | 453 | $1,219,564 | 12,556 | 0.00 | 0.00 | 6,126 | 95.27 | 03-31-2024 |
| EQUINOR ASA | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 10,086 | 37.83 | 03-31-2024 |
