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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED DRAIN SYS INC DEL | COM | 5501 | $55,978 | 325 | 0.00 | 0.00 | 110 | 51.16 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 5502 | $55,929 | 1,723 | 0.00 | 0.00 | 15 | 0.88 | 03-31-2024 |
| KOPPERS HOLDINGS INC | COM | 5503 | $55,887 | 1,013 | 0.00 | 1,013 | +Inf | 03-31-2024 | |
| RELX PLC | SPONSORED ADR | 5504 | $55,758 | 1,288 | 0.00 | 0.00 | 250 | 24.08 | 03-31-2024 |
