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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | GLBL X MLP ETF | 2101 | $461,340 | 10,414 | 0.00 | 0.00 | 10,364 | 20728.00 | 12-31-2023 |
| TAPESTRY INC | COM | 2102 | $459,782 | 12,491 | 0.00 | 0.00 | 4,138 | 49.54 | 12-31-2023 |
| SYNCHRONY FINANCIAL | COM | 2103 | $459,529 | 12,033 | 0.00 | 0.00 | 506 | 4.39 | 12-31-2023 |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 2104 | $456,375 | 9,166 | 0.00 | 0.00 | 3,000 | 48.65 | 12-31-2023 |
