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 |
|---|---|---|---|---|---|---|---|---|---|
| SMITH & WESSON BRANDS INC | COM | 10001 | $7,472 | 551 | 0.00 | 0.00 | 140 | 34.06 | 12-31-2023 |
| UDEMY INC | COM | 10002 | $7,453 | 506 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BARNES & NOBLE ED INC | COM | 10003 | $7,450 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FLAHERTY & CRUMRINE PFD INCO | COM | 10004 | $7,410 | 750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
