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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 1701 | $739,225 | 17,530 | 0.00 | 0.00 | -7,882 | -31.02 | 12-31-2023 |
| WATSCO INC | COM | 1702 | $737,399 | 1,721 | 0.00 | 0.00 | 54 | 3.24 | 12-31-2023 |
| ISHARES TR | ESG ADV TTL USD | 1703 | $736,804 | 17,032 | 0.00 | 0.00 | 455 | 2.74 | 12-31-2023 |
| UNUM GROUP | COM | 1704 | $729,489 | 16,132 | 0.00 | 0.00 | -323 | -1.96 | 12-31-2023 |
