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 |
|---|---|---|---|---|---|---|---|---|---|
| MARINEMAX INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -71.43 | 12-31-2023 |
| VANECK ETF TRUST | STEEL ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| XENETIC BIOSCIENCES INC | COM | 10153 | $6,555 | 1,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ASGN INC | COM | 10154 | $6,540 | 68 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
