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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO | COM | 1401 | $1,057,058 | 29,241 | 0.00 | 0.00 | -1,021 | -3.37 | 12-31-2023 |
| SCHLUMBERGER LTD | COM STK | 1402 | $1,056,567 | 20,303 | 0.00 | 0.00 | -4,081 | -16.74 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | US EQTY OPPT ETF | 1403 | $1,056,168 | 11,014 | 0.00 | 0.00 | -1,277 | -10.39 | 12-31-2023 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1404 | $1,052,578 | 12,330 | 0.00 | 0.00 | -578 | -4.48 | 12-31-2023 |
