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 | MSCI INDIA ETF | 2751 | $262,418 | 5,376 | 0.00 | 0.00 | 1,450 | 36.93 | 12-31-2023 |
| SPDR SER TR | S&P METALS MNG | 2752 | $261,756 | 4,375 | 0.00 | 0.00 | -370 | -7.80 | 12-31-2023 |
| BLACKROCK INCOME TR INC | COM NEW | 2753 | $261,689 | 21,485 | 0.00 | 0.00 | -2,271 | -9.56 | 12-31-2023 |
| AZEK CO INC | CL A | 2754 | $261,056 | 6,825 | 0.00 | 0.00 | -1,400 | -17.02 | 12-31-2023 |
