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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD PLUS | 3501 | $147,704 | 6,474 | 0.00 | 6,474 | +Inf | 12-31-2023 | |
| PROSHARES TR | LARGE CAP CRE | 3502 | $147,660 | 2,696 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK N Y MUN INCOME TRU | SH BEN INT | 3503 | $147,557 | 14,013 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 3504 | $147,395 | 7,268 | 0.00 | 0.00 | -2,850 | -28.17 | 12-31-2023 |
