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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 601 | $5,593,973 | 110,399 | 0.00 | 0.00 | 33,898 | 44.31 | 12-31-2023 |
| PACER FDS TR | TRENDPILOT 100 | 602 | $5,569,189 | 84,298 | 0.00 | 0.00 | -14,409 | -14.60 | 12-31-2023 |
| LAM RESEARCH CORP | COM | 603 | $5,520,041 | 6,921 | 0.00 | 0.00 | 165 | 2.44 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 604 | $5,507,283 | 107,461 | 0.00 | 0.00 | 93,156 | 651.21 | 12-31-2023 |
