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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN ASSET MANAGED MUNS F | COM | 1651 | $789,690 | 77,649 | 0.00 | 0.00 | 61,705 | 387.01 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 1652 | $789,044 | 8,299 | 0.00 | 0.00 | -802 | -8.81 | 12-31-2023 |
| IDEXX LABS INC | COM | 1653 | $787,061 | 1,418 | 0.00 | 0.00 | -8 | -0.56 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT HE | 1654 | $782,800 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
