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 | MODERT ALLOC ETF | 2251 | $393,847 | 9,488 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQUITY ACCELE | 2252 | $393,614 | 13,300 | 0.00 | 0.00 | -7,900 | -37.26 | 12-31-2023 |
| AEROVIRONMENT INC | COM | 2253 | $393,371 | 3,121 | 0.00 | 0.00 | 720 | 29.99 | 12-31-2023 |
| MIDDLESEX WTR CO | COM | 2254 | $393,326 | 5,994 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
