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 |
|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET INC | Common Stock | 4851 | $8,171 | 165 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNIQURE N V | Common Stock | 4852 | $8,124 | 1,200 | 0.00 | 0.00 | -400 | -25.00 | 12-31-2023 |
| PACER LUNT | MF Closed and MF Open | 4853 | $8,105 | 241 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES INTEREST | MF Closed and MF Open | 4854 | $8,099 | 87 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
