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 |
|---|---|---|---|---|---|---|---|---|---|
| VALMONT INDS INC | COM | 3101 | $198,484 | 850 | 0.00 | 0.00 | -251 | -22.80 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 3102 | $198,114 | 6,734 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COPA HOLDINGS SA | CL A | 3103 | $197,502 | 1,858 | 0.00 | 0.00 | 584 | 45.84 | 12-31-2023 |
| GLADSTONE LD CORP | COM | 3104 | $197,300 | 13,654 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
