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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | PREFERRED SECURT | 1051 | $1,754,584 | 102,129 | 0.00 | 0.00 | 19,976 | 24.32 | 12-31-2023 |
| EATON VANCE TAX-MANAGED DIVE | COM | 1052 | $1,745,472 | 143,189 | 0.00 | 0.00 | -48 | -0.03 | 12-31-2023 |
| QUANTA SVCS INC | COM | 1053 | $1,742,757 | 8,076 | 0.00 | 0.00 | 966 | 13.59 | 12-31-2023 |
| ISHARES TR | US CONSM STAPLES | 1054 | $1,737,659 | 9,064 | 0.00 | 0.00 | -6,922 | -43.30 | 12-31-2023 |
