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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN ENERGY | 9051 | $13,985 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EMBECTA CORP | COMMON STOCK | 9052 | $13,956 | 1,052 | 0.00 | 0.00 | -33 | -3.04 | 03-31-2024 |
| PROSHARES TR | S&P 500 HIGH INC | 9053 | $13,910 | 325 | 0.00 | 325 | +Inf | 03-31-2024 | |
| INVESCO EXCHANGE TRADED FD T | ENERGY EXPLORATI | 9054 | $13,890 | 388 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
