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 |
|---|---|---|---|---|---|---|---|---|---|
| MONOLITHIC POWER | Common Stock | 701 | $4,484,360 | 7,086 | 0.00 | 0.00 | 965 | 15.77 | 12-31-2023 |
| S&P GLOBAL | Common Stock | 702 | $4,471,483 | 10,119 | 0.00 | 0.00 | -536 | -5.03 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT US SM CAP MOD | 703 | $4,413,170 | 209,951 | 0.00 | 0.00 | 197,310 | 1560.87 | 12-31-2023 |
| ISHARES MSCI | MF Closed and MF Open | 704 | $4,409,519 | 63,818 | 0.00 | 0.00 | 2,981 | 4.90 | 12-31-2023 |
