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 |
|---|---|---|---|---|---|---|---|---|---|
| ALCON AG | ORD SHS | 3551 | $140,080 | 1,793 | 0.00 | 0.00 | -5 | -0.28 | 12-31-2023 |
| ISHARES TR | CONSER ALLOC ETF | 3552 | $139,792 | 3,867 | 0.00 | 0.00 | -2 | -0.05 | 12-31-2023 |
| SONY GROUP CORP | SPONSORED ADR | 3553 | $139,592 | 1,474 | 0.00 | 0.00 | -424 | -22.34 | 12-31-2023 |
| TETRA TECH INC NEW | COM | 3554 | $138,719 | 831 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
