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 |
|---|---|---|---|---|---|---|---|---|---|
| EVEREST GROUP LTD | COM | 4651 | $83,873 | 211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | DEVSMCP EXNA ETF | 4652 | $83,601 | 1,476 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLY FINL INC | COM | 4653 | $83,453 | 2,056 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EPLUS INC | COM | 4654 | $83,331 | 1,061 | 0.00 | 0.00 | 732 | 222.49 | 03-31-2024 |
