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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 1151 | $1,519,759 | 15,348 | 0.00 | 0.00 | -393 | -2.50 | 12-31-2023 |
| WESCO INTL INC | COM | 1152 | $1,518,340 | 8,732 | 0.00 | 0.00 | 1,285 | 17.26 | 12-31-2023 |
| FOUR CORNERS PPTY TR INC | COM | 1153 | $1,517,550 | 59,982 | 0.00 | 0.00 | -121 | -0.20 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 1154 | $1,517,213 | 17,737 | 0.00 | 0.00 | -334 | -1.85 | 12-31-2023 |
