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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICE CORP INTL | COM | 4101 | $109,879 | 1,481 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROYCE MICRO-CAP TR INC | COM | 4102 | $109,854 | 11,625 | 0.00 | 0.00 | 5,564 | 91.80 | 03-31-2024 |
| ISHARES INC | JP MRGN EM HI BD | 4103 | $109,795 | 2,931 | 0.00 | 0.00 | 1,606 | 121.21 | 03-31-2024 |
| ATLANTIC UN BANKSHARES CORP | COM | 4104 | $109,708 | 3,107 | 0.00 | 0.00 | 1,860 | 149.16 | 03-31-2024 |
