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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 601 | $641,414 | 9,690 | 0.00 | 0.00 | -11,962 | -55.25 | 03-31-2024 |
| AMERICAN CENTY ETF TR | QUALITY PREFER | 602 | $638,673 | 17,763 | 0.00 | 17,763 | +Inf | 03-31-2024 | |
| TE CONNECTIVITY LTD | SHS | 603 | $637,398 | 4,553 | 0.00 | 0.00 | 774 | 20.48 | 03-31-2024 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 604 | $636,413 | 9,413 | 0.00 | 9,413 | +Inf | 03-31-2024 |
