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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | GLB US QTLY DIV | 2851 | $247,833 | 6,700 | 0.00 | 0.00 | -900 | -11.84 | 12-31-2023 |
| PORTLAND GEN ELEC CO | COM NEW | 2852 | $247,471 | 5,710 | 0.00 | 0.00 | 732 | 14.70 | 12-31-2023 |
| RIVERNORTH MANAGED DUR MUN I | COM | 2853 | $246,165 | 17,360 | 0.00 | 0.00 | -84 | -0.48 | 12-31-2023 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 2854 | $245,991 | 4,450 | 0.00 | 0.00 | 4,024 | 944.60 | 12-31-2023 |
