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 |
|---|---|---|---|---|---|---|---|---|---|
| CREDIT ACCEP CORP MICH | COM | 5551 | $55,155 | 100 | 0.00 | 0.00 | -46 | -31.51 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 5552 | $55,102 | 1,930 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 5553 | $55,009 | 2,368 | 0.00 | 0.00 | -7,075 | -74.92 | 03-31-2024 |
