Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON CORP PLC | SHS | 101 | $24,643,556 | 102,332 | 0.00 | 0.00 | 516 | 0.51 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 102 | $22,667,341 | 143,646 | 0.00 | 0.00 | 32,504 | 29.25 | 12-31-2023 |
| MARATHON PETE CORP | COM | 103 | $22,167,608 | 149,418 | 0.00 | 0.00 | 3,059 | 2.09 | 12-31-2023 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 104 | $22,011,277 | 602,224 | 0.00 | 0.00 | 14,890 | 2.54 | 12-31-2023 |
