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 |
|---|---|---|---|---|---|---|---|---|---|
| SAIA INC | COM | 1951 | $604,305 | 1,033 | 0.00 | 0.00 | -100 | -8.83 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 1952 | $602,740 | 11,879 | 0.00 | 0.00 | 20 | 0.17 | 03-31-2024 |
| FLYWIRE CORPORATION | COM VTG | 1953 | $599,608 | 24,168 | 0.00 | 0.00 | 17,928 | 287.31 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 1954 | $598,365 | 29,866 | 0.00 | 0.00 | -2,015 | -6.32 | 03-31-2024 |
