Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PARK EDGE ADVISORS LLC | 01-12-2024 | 12-31-2023 | 102 | 288,700,907 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ELI LILLY & CO | COM | 51 | $875,574 | 1,502 | 0.00 | 0.00 | 793 | 111.85 | 12-31-2023 |
LINDE PLC | SHS | 52 | $871,527 | 2,122 | 0.00 | 0.00 | 1,255 | 144.75 | 12-31-2023 |
BRISTOL-MYERS SQUIBB CO | COM | 53 | $857,031 | 16,703 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRINCIPAL FINANCIAL GROUP IN | COM | 54 | $856,795 | 10,891 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |