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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 151 | $17,789,816 | 60,329 | 0.00 | 0.00 | 9,413 | 18.49 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 152 | $17,668,407 | 141,381 | 0.00 | 0.00 | 5,879 | 4.34 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 153 | $17,558,668 | 75,369 | 0.00 | 0.00 | 2,218 | 3.03 | 12-31-2023 |
| ADVANCED MICRO DEVICES INC | COM | 154 | $17,490,123 | 118,650 | 0.00 | 0.00 | 33,063 | 38.63 | 12-31-2023 |
