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 |
|---|---|---|---|---|---|---|---|---|---|
| TRIPLEPOINT VENTURE GROWTH B | COM | 2551 | $296,511 | 27,303 | 0.00 | 0.00 | 8,029 | 41.66 | 12-31-2023 |
| ARK ETF TR | FINTECH INNOVA | 2552 | $296,182 | 10,739 | 0.00 | 0.00 | -510 | -4.53 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | 2553 | $295,618 | 14,350 | 0.00 | 0.00 | -623 | -4.16 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUFR JUL | 2554 | $295,132 | 7,843 | 0.00 | 0.00 | -1,416 | -15.29 | 12-31-2023 |
