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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | 1101 | $1,638,495 | 45,488 | 0.00 | 0.00 | 3,579 | 8.54 | 12-31-2023 |
| BHP GROUP LTD | SPONSORED ADS | 1102 | $1,636,922 | 23,963 | 0.00 | 0.00 | 2,776 | 13.10 | 12-31-2023 |
| BOOKING HOLDINGS INC | COM | 1103 | $1,631,721 | 460 | 0.00 | 0.00 | -11 | -2.34 | 12-31-2023 |
| ENPHASE ENERGY INC | COM | 1104 | $1,630,872 | 12,342 | 0.00 | 0.00 | 2,721 | 28.28 | 12-31-2023 |
