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 |
|---|---|---|---|---|---|---|---|---|---|
| TRI CONTL CORP | COM | 3301 | $167,964 | 5,826 | 0.00 | 0.00 | -58 | -0.99 | 12-31-2023 |
| HOWMET AEROSPACE INC | COM | 3302 | $167,285 | 3,091 | 0.00 | 0.00 | 1,268 | 69.56 | 12-31-2023 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 3303 | $167,262 | 7,370 | 0.00 | 0.00 | 2,009 | 37.47 | 12-31-2023 |
| RESTAURANT BRANDS INTL INC | COM | 3304 | $167,198 | 2,140 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
