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 |
|---|---|---|---|---|---|---|---|---|---|
| VERITEX HLDGS INC | COM | 4401 | $96,897 | 4,729 | 0.00 | 0.00 | -348 | -6.85 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 4402 | $96,866 | 1,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO QUALITY MUN INCOME T | COM | 4403 | $96,811 | 10,001 | 0.00 | 0.00 | -13 | -0.13 | 03-31-2024 |
| WABTEC | COM | 4404 | $96,661 | 664 | 0.00 | 0.00 | -179 | -21.23 | 03-31-2024 |
