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 |
|---|---|---|---|---|---|---|---|---|---|
| SINCLAIR INC | CL A | 3201 | $181,763 | 13,950 | 0.00 | 0.00 | 611 | 4.58 | 12-31-2023 |
| ISHARES TR | GL CLEAN ENE ETF | 3202 | $181,561 | 11,661 | 0.00 | 0.00 | -3,364 | -22.39 | 12-31-2023 |
| ISHARES TR | MSCI INTL QUALTY | 3203 | $180,964 | 4,818 | 0.00 | 0.00 | 1,975 | 69.47 | 12-31-2023 |
| SUNCOR ENERGY INC NEW | COM | 3204 | $180,499 | 5,634 | 0.00 | 0.00 | -185 | -3.18 | 12-31-2023 |
