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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | Common Stock | 651 | $4,941,388 | 24,877 | 0.00 | 24,877 | +Inf | 12-31-2023 | |
| NORTHERN LIGHTS | MF Closed and MF Open | 652 | $4,935,294 | 104,616 | 0.00 | 0.00 | 104,270 | 30135.84 | 12-31-2023 |
| ISHARES TIPS | MF Closed and MF Open | 653 | $4,864,492 | 45,375 | 0.00 | 0.00 | -12,003 | -20.92 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 654 | $4,848,906 | 179,835 | 0.00 | 0.00 | -35,769 | -16.59 | 12-31-2023 |
