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 | ISHS 1-5YR INVS | 201 | $14,654,929 | 285,810 | 0.00 | 0.00 | -99,728 | -25.87 | 12-31-2023 |
| MOTOROLA SOLUTIONS INC | COM NEW | 202 | $14,606,868 | 46,654 | 0.00 | 0.00 | 1,167 | 2.57 | 12-31-2023 |
| PHILLIPS 66 | COM | 203 | $14,506,979 | 108,960 | 0.00 | 0.00 | 11,850 | 12.20 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 204 | $14,487,846 | 238,522 | 0.00 | 0.00 | -47,048 | -16.48 | 12-31-2023 |
