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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 3051 | $205,948 | 4,442 | 0.00 | 0.00 | 3,442 | 344.20 | 12-31-2023 |
| ANTERO RESOURCES CORP | COM | 3052 | $205,367 | 9,055 | 0.00 | 0.00 | 4,910 | 118.46 | 12-31-2023 |
| RESMED INC | COM | 3053 | $204,550 | 1,189 | 0.00 | 0.00 | 225 | 23.34 | 12-31-2023 |
| ISHARES TR | U S EQUITY FACTR | 3054 | $202,866 | 4,201 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
