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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | COM | 3601 | $136,868 | 2,668 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRUPANION INC | COM | 3602 | $136,837 | 4,485 | 0.00 | 0.00 | 2,595 | 137.30 | 12-31-2023 |
| HASBRO INC | COM | 3603 | $136,637 | 2,676 | 0.00 | 0.00 | -675 | -20.14 | 12-31-2023 |
| TRIMBLE INC | COM | 3604 | $136,245 | 2,561 | 0.00 | 0.00 | 1,696 | 196.07 | 12-31-2023 |
