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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INNOVATIVE INDL PPTYS INC | COM | 11151 | $2,722 | 27 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAREDX INC | COM | 11152 | $2,700 | 225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMLAND PARTNERS INC | COM | 11153 | $2,696 | 216 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ZIFF DAVIS INC | COM | 11154 | $2,688 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |