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 |
|---|---|---|---|---|---|---|---|---|---|
| EXACT SCIENCES CORP | COM | 2401 | $342,601 | 4,631 | 0.00 | 0.00 | 3,492 | 306.58 | 12-31-2023 |
| LCI INDS | COM | 2402 | $341,952 | 2,720 | 0.00 | 0.00 | 360 | 15.25 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 2403 | $340,800 | 4,942 | 0.00 | 0.00 | -457 | -8.46 | 12-31-2023 |
| POOL CORP | COM | 2404 | $340,722 | 855 | 0.00 | 0.00 | 44 | 5.43 | 12-31-2023 |
