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 |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 301 | $9,580,880 | 88,246 | 0.00 | 0.00 | 15,519 | 21.34 | 12-31-2023 |
| PIONEER NAT RES CO | COM | 302 | $9,520,599 | 42,336 | 0.00 | 0.00 | -16,794 | -28.40 | 12-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 303 | $9,427,331 | 38,993 | 0.00 | 0.00 | 1,492 | 3.98 | 12-31-2023 |
| ZOETIS INC | CL A | 304 | $9,407,012 | 47,662 | 0.00 | 0.00 | 6,066 | 14.58 | 12-31-2023 |
