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 |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 351 | $8,510,339 | 121,195 | 0.00 | 0.00 | 9,722 | 8.72 | 12-31-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 352 | $8,503,119 | 31,219 | 0.00 | 0.00 | -239 | -0.76 | 12-31-2023 |
| ISHARES TR | EAFE GRWTH ETF | 353 | $8,421,712 | 86,956 | 0.00 | 0.00 | -32,341 | -27.11 | 12-31-2023 |
| MARRIOTT INTL INC NEW | CL A | 354 | $8,338,440 | 36,976 | 0.00 | 0.00 | -1,411 | -3.68 | 12-31-2023 |
