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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY PWR BUF | 1201 | $1,412,242 | 39,023 | 0.00 | 0.00 | -450 | -1.14 | 12-31-2023 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 1202 | $1,408,790 | 119,187 | 0.00 | 0.00 | 86,047 | 259.65 | 12-31-2023 |
| COHEN & STEERS QUALITY INCOM | COM | 1203 | $1,408,246 | 115,053 | 0.00 | 0.00 | 10,032 | 9.55 | 12-31-2023 |
| BLOCK INC | CL A | 1204 | $1,402,510 | 18,132 | 0.00 | 0.00 | -171 | -0.93 | 12-31-2023 |
