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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 2001 | $518,849 | 10,272 | 0.00 | 0.00 | -1,500 | -12.74 | 12-31-2023 |
| FIFTH THIRD BANCORP | COM | 2002 | $518,567 | 15,035 | 0.00 | 0.00 | 12,582 | 512.92 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 2003 | $518,374 | 24,521 | 0.00 | 0.00 | -350 | -1.41 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 2004 | $518,170 | 4,949 | 0.00 | 0.00 | 1,671 | 50.98 | 12-31-2023 |
