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 |
|---|---|---|---|---|---|---|---|---|---|
| DATADOG INC | CL A COM | 2601 | $282,815 | 2,330 | 0.00 | 0.00 | -111 | -4.55 | 12-31-2023 |
| EATON VANCE TAX-MANAGED GLOB | COM | 2602 | $280,769 | 36,135 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 2603 | $280,645 | 4,625 | 0.00 | 0.00 | -575 | -11.06 | 12-31-2023 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 2604 | $280,315 | 1,733 | 0.00 | 0.00 | 12 | 0.70 | 12-31-2023 |
