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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPX TECHNOLOGIES INC | COM | 10601 | $4,949 | 49 | 0.00 | 0.00 | 4 | 8.89 | 12-31-2023 |
DUCOMMUN INC DEL | COM | 10602 | $4,946 | 95 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ABRDN GLOBAL DYNAMIC DIVIDEN | COM | 10603 | $4,941 | 529 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GORMAN RUPP CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |