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 |
|---|---|---|---|---|---|---|---|---|---|
| EBAY INC. | COM | 2951 | $223,095 | 5,115 | 0.00 | 0.00 | -2,322 | -31.22 | 12-31-2023 |
| ALGONQUIN PWR UTILS CORP | UNIT 06/15/2024 | 2952 | $222,700 | 10,000 | 0.00 | 0.00 | -575 | -5.44 | 12-31-2023 |
| ISHARES INC | MSCI EURZONE ETF | 2953 | $222,019 | 4,680 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LINCOLN NATL CORP IND | COM | 2954 | $221,490 | 8,212 | 0.00 | 0.00 | 1,725 | 26.59 | 12-31-2023 |
