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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN N Y MUN VALUE FD | COM | 3251 | $173,880 | 21,000 | 0.00 | 0.00 | -1,300 | -5.83 | 12-31-2023 |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | 3252 | $173,766 | 3,794 | 0.00 | 0.00 | 2,386 | 169.46 | 12-31-2023 |
| BATH & BODY WORKS INC | COM | 3253 | $173,546 | 4,021 | 0.00 | 0.00 | -73,518 | -94.81 | 12-31-2023 |
| NIO INC | SPON ADS | 3254 | $173,065 | 19,081 | 0.00 | 0.00 | -483 | -2.47 | 12-31-2023 |
