Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWEDGE ADVISORS LLC | 05-13-2024 | 03-31-2024 | 3830 | 11,464,887,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER DANIELS | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 227 | 0.32 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 752 | $4,837,972 | 41,210 | 0.00 | 41,210 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | LONG TERM US | 753 | $4,837,640 | 143,422 | 0.00 | 143,422 | +Inf | 03-31-2024 | |
| FIRST TRUST | MF Closed and MF Open | 754 | $4,835,476 | 211,188 | 0.00 | 0.00 | 3,395 | 1.63 | 03-31-2024 |
