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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | GBL CLEAN ENRG | 6251 | $43,865 | 3,100 | 0.00 | 0.00 | 500 | 19.23 | 03-31-2024 |
| CRAWFORD & CO | CL A | 6252 | $43,821 | 4,647 | 0.00 | 4,647 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 6253 | $43,784 | 1,064 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSHARES TR | SHRT RL EST FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
