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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | ENERGY ETF | 1301 | $1,224,762 | 10,443 | 0.00 | 0.00 | 12 | 0.12 | 12-31-2023 |
| SYNOPSYS INC | COM | 1302 | $1,221,367 | 2,372 | 0.00 | 0.00 | 53 | 2.29 | 12-31-2023 |
| VULCAN MATLS CO | COM | 1303 | $1,220,860 | 5,378 | 0.00 | 0.00 | 1,111 | 26.04 | 12-31-2023 |
| CORTEVA INC | COM | 1304 | $1,210,764 | 25,266 | 0.00 | 0.00 | -200 | -0.79 | 12-31-2023 |
