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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL | Common Stock | 551 | $6,374,901 | 172,886 | 0.00 | 0.00 | 34,571 | 24.99 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 552 | $6,332,541 | 251,735 | 0.00 | 0.00 | 191,358 | 316.94 | 12-31-2023 |
| BRISTOL MYERS | Common Stock | 553 | $6,298,290 | 123,666 | 0.00 | 0.00 | -71,387 | -36.60 | 12-31-2023 |
| TJX COS | Common Stock | 554 | $6,273,354 | 66,395 | 0.00 | 0.00 | -3,673 | -5.24 | 12-31-2023 |
