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 |
|---|---|---|---|---|---|---|---|---|---|
| AGIOS PHARMACEUTICALS INC | COM | 12001 | $200 | 9 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PERMIANVILLE RTY TR | TR UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VIEWRAY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20,000 | 666.67 | 12-31-2023 |
| GLOBAL X FDS | VDEO GAM ESPRT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
