Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 05-15-2024 | 03-31-2024 | 3564 | 9,068,253,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVERY DENNISON CORP | COM | 2851 | $258,077 | 1,156 | 0.00 | 0.00 | 193 | 20.04 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 2852 | $257,241 | 10,265 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 28 | 2853 | $256,819 | 10,163 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 2854 | $255,957 | 8,254 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
