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 |
|---|---|---|---|---|---|---|---|---|---|
| AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 6501 | $38,847 | 2,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HANCOCK JOHN PFD INCOME FD I | COM | 6502 | $38,776 | 2,513 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA ETF TR I | DIVERSIFID FXD | 6503 | $38,761 | 2,180 | 0.00 | 0.00 | -131 | -5.67 | 03-31-2024 |
| INDEPENDENT BANK GROUP INC | COM | 6504 | $38,620 | 846 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
