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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | INTERNATINL ENHC | 3401 | $155,847 | 5,417 | 0.00 | 0.00 | 2,622 | 93.81 | 12-31-2023 |
| UNITED AIRLS HLDGS INC | COM | 3402 | $155,839 | 3,777 | 0.00 | 0.00 | -204 | -5.12 | 12-31-2023 |
| NATIONAL FUEL GAS CO | COM | 3403 | $155,708 | 3,104 | 0.00 | 0.00 | -66 | -2.08 | 12-31-2023 |
| CONSTRUCTION PARTNERS INC | COM CL A | 3404 | $155,497 | 3,573 | 0.00 | 0.00 | 27 | 0.76 | 12-31-2023 |
