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 | MORNINGSTAR VALU | 2151 | $435,937 | 6,173 | 0.00 | 0.00 | 2,955 | 91.83 | 12-31-2023 |
| VALLEY NATL BANCORP | COM | 2152 | $435,479 | 40,099 | 0.00 | 0.00 | -2,470 | -5.80 | 12-31-2023 |
| GRACO INC | COM | 2153 | $435,362 | 5,018 | 0.00 | 0.00 | 470 | 10.33 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 2154 | $434,421 | 11,517 | 0.00 | 0.00 | -167 | -1.43 | 12-31-2023 |
