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 |
|---|---|---|---|---|---|---|---|---|---|
| MULLEN AUTOMOTIVE INC | COM | Liquidated | $0 | 0 | 0.00 | 10,000 | +Inf | 12-31-2023 | |
| NEUBERGER BERMAN MUN FD INC | COM | 10652 | $4,533 | 438 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CUR HD EURZN ETF | 10653 | $4,529 | 136 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ADVANSIX INC | COM | 10654 | $4,524 | 151 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
