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 |
|---|---|---|---|---|---|---|---|---|---|
| CARDINAL HEALTH INC | COM | 2651 | $274,871 | 2,727 | 0.00 | 0.00 | 746 | 37.66 | 12-31-2023 |
| LKQ CORP | COM | 2652 | $274,506 | 5,744 | 0.00 | 0.00 | 4,950 | 623.43 | 12-31-2023 |
| KADANT INC | COM | 2653 | $273,583 | 976 | 0.00 | 0.00 | 924 | 1776.92 | 12-31-2023 |
| INNOVATOR ETFS TR | GRWT100 PWR BF | 2654 | $271,521 | 6,104 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
