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 |
|---|---|---|---|---|---|---|---|---|---|
| MID-AMER APT CMNTYS INC | COM | 851 | $283,089 | 2,150 | 0.00 | 0.00 | 26 | 1.22 | 03-31-2024 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | Liquidated | $0 | 0 | 0.00 | 6,417 | +Inf | 03-31-2024 | |
| THE REAL BROKERAGE INC | COM NEW | 853 | $282,247 | 69,519 | 0.00 | 69,519 | +Inf | 03-31-2024 | |
| AFLAC INC | COM | 854 | $281,600 | 3,351 | 0.00 | 0.00 | 319 | 10.52 | 03-31-2024 |
