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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | ULTRAPRO QQQ | 11501 | $1,420 | 28 | 0.00 | 0.00 | -1,097 | -97.51 | 12-31-2023 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 11502 | $1,416 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PSQ HOLDINGS INC | CL A | 11503 | $1,394 | 266 | 0.00 | 0.00 | 80 | 43.01 | 12-31-2023 |
| STERICYCLE INC | COM | 11504 | $1,388 | 28 | 0.00 | 28 | +Inf | 12-31-2023 |
