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
COGNYTE SOFTWARE LTD ORD SHS 11951 $341 53 0.00 53 +Inf 12-31-2023
CONSENSUS CLOUD SOLUTIONS IN COM 11952 $341 13 0.00 0.00 0 0.00 12-31-2023
DIREXION SHS ETF TR DAILY JR GLD MIN 11953 $339 10 0.00 10 +Inf 12-31-2023
CNX RES CORP COM 11954 $320 16 0.00 16 +Inf 12-31-2023
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