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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNDAX PHARMACEUTICALS INC | COM | 10551 | $4,992 | 231 | 0.00 | 231 | +Inf | 12-31-2023 | |
| PIMCO ETF TR | 15+ YR US TIPS | 10552 | $4,975 | 88 | 0.00 | 0.00 | 1 | 1.15 | 12-31-2023 |
| SPX TECHNOLOGIES INC | COM | 10553 | $4,949 | 49 | 0.00 | 0.00 | 4 | 8.89 | 12-31-2023 |
