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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | 5701 | $52,923 | 1,842 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NVENT ELECTRIC PLC | SHS | 5702 | $52,855 | 701 | 0.00 | 0.00 | 630 | 887.32 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1 10 Y | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 5704 | $52,773 | 409 | 0.00 | 0.00 | 162 | 65.59 | 03-31-2024 |
