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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NEW YORK MUN ETF | 1551 | $900,277 | 16,644 | 0.00 | 0.00 | -290 | -1.71 | 12-31-2023 |
| ISHARES INC | MSCI BRAZIL ETF | 1552 | $891,573 | 25,503 | 0.00 | 0.00 | 25,303 | 12651.50 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 1553 | $888,832 | 44,553 | 0.00 | 0.00 | -19,926 | -30.90 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | 1554 | $887,921 | 37,147 | 0.00 | 0.00 | -6,949 | -15.76 | 12-31-2023 |
