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 |
|---|---|---|---|---|---|---|---|---|---|
| AES CORP | COM | 1501 | $950,469 | 49,375 | 0.00 | 0.00 | -2,560 | -4.93 | 12-31-2023 |
| MOODYS CORP | COM | 1502 | $947,629 | 2,426 | 0.00 | 0.00 | 6 | 0.25 | 12-31-2023 |
| ROYCE VALUE TR INC | COM | 1503 | $945,206 | 64,918 | 0.00 | 0.00 | 944 | 1.48 | 12-31-2023 |
| ISHARES TR | U.S. BAS MTL ETF | 1504 | $944,876 | 6,839 | 0.00 | 0.00 | -6,531 | -48.85 | 12-31-2023 |
