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 |
|---|---|---|---|---|---|---|---|---|---|
| PEBBLEBROOK HOTEL TR | COM | 10951 | $3,244 | 203 | 0.00 | 203 | +Inf | 12-31-2023 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 10952 | $3,216 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANAPTYSBIO INC | COM | 10953 | $3,213 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TEREX CORP NEW | COM | 10954 | $3,160 | 55 | 0.00 | 0.00 | -1,185 | -95.56 | 12-31-2023 |
