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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | HIGH YLD MUNIETF | 2201 | $412,679 | 7,993 | 0.00 | 0.00 | 847 | 11.85 | 12-31-2023 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 2202 | $412,230 | 9,620 | 0.00 | 0.00 | -29 | -0.30 | 12-31-2023 |
| DOLLAR TREE INC | COM | 2203 | $411,945 | 2,900 | 0.00 | 0.00 | 20 | 0.69 | 12-31-2023 |
| COINBASE GLOBAL INC | COM CL A | 2204 | $411,669 | 2,367 | 0.00 | 0.00 | -1,166 | -33.00 | 12-31-2023 |
