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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHNG TRAD SLF INDE | INVT GRD DEFSV | 951 | $2,832,417 | 117,479 | 0.00 | 0.00 | 53,799 | 84.48 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 952 | $2,827,699 | 77,175 | 0.00 | 77,175 | +Inf | 12-31-2023 | |
| ISHARES 5-10 YEAR | MF Closed and MF Open | 953 | $2,823,939 | 54,394 | 0.00 | 0.00 | -1,904 | -3.38 | 12-31-2023 |
| GENUINE PARTS | Common Stock | 954 | $2,820,640 | 20,317 | 0.00 | 0.00 | -2,326 | -10.27 | 12-31-2023 |
