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 |
|---|---|---|---|---|---|---|---|---|---|
| EVOGENE LTD | SHS | 10701 | $4,200 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| URBAN-GRO INC | COM NEW | 10702 | $4,200 | 3,000 | 0.00 | 3,000 | +Inf | 12-31-2023 | |
| NVENT ELECTRIC PLC | SHS | 10703 | $4,195 | 71 | 0.00 | 0.00 | -271 | -79.24 | 12-31-2023 |
| WINMARK CORP | COM | 10704 | $4,176 | 10 | 0.00 | 10 | +Inf | 12-31-2023 |
