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
JACKSON FINANCIAL INC COM CL A 11551 $1,178 23 0.00 0.00 0 0.00 12-31-2023
CATALENT INC COM 11552 $1,168 26 0.00 0.00 17 188.89 12-31-2023
CAE INC COM 11553 $1,166 54 0.00 0.00 -4 -6.90 12-31-2023
CHILDRENS PL INC NEW COM 11554 $1,161 50 0.00 0.00 0 0.00 12-31-2023
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