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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA-COLA EUROPACIFIC PARTNE | SHS | 2801 | $254,813 | 3,818 | 0.00 | 0.00 | 855 | 28.86 | 12-31-2023 |
| ONEMAIN HLDGS INC | COM | 2802 | $254,807 | 5,179 | 0.00 | 0.00 | 2,217 | 74.85 | 12-31-2023 |
| HANCOCK JOHN FINL OPPTYS FD | SH BEN INT NEW | 2803 | $254,385 | 8,457 | 0.00 | 0.00 | -851 | -9.14 | 12-31-2023 |
| NU HLDGS LTD | ORD SHS CL A | 2804 | $254,065 | 30,500 | 0.00 | 0.00 | 3,000 | 10.91 | 12-31-2023 |
