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 |
|---|---|---|---|---|---|---|---|---|---|
| CSG SYS INTL INC | COM | 10851 | $3,991 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | 10852 | $3,970 | 79 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SIMPLY GOOD FOODS CO | COM | 10853 | $3,960 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LIBERTY BROADBAND CORP | COM SER C | 10854 | $3,949 | 49 | 0.00 | 0.00 | -62 | -55.86 | 12-31-2023 |
