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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 1251 | $1,325,957 | 21,787 | 0.00 | 0.00 | -2,158 | -9.01 | 12-31-2023 |
| CUMMINS INC | COM | 1252 | $1,325,136 | 5,531 | 0.00 | 0.00 | 450 | 8.86 | 12-31-2023 |
| D R HORTON INC | COM | 1253 | $1,316,614 | 8,663 | 0.00 | 0.00 | 2,442 | 39.25 | 12-31-2023 |
| CARLISLE COS INC | COM | 1254 | $1,310,331 | 4,194 | 0.00 | 0.00 | 2,859 | 214.16 | 12-31-2023 |
