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 |
|---|---|---|---|---|---|---|---|---|---|
| GENTEX CORP | COM | 7351 | $27,776 | 769 | 0.00 | 0.00 | -842 | -52.27 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 7352 | $27,690 | 1,162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 679 | +Inf | 03-31-2024 | |
| ETF MANAGERS TR | BLUESTAR ISRAEL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
