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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CONV BD ETF | 3701 | $128,737 | 1,638 | 0.00 | 0.00 | 388 | 31.04 | 12-31-2023 |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 3702 | $128,440 | 6,500 | 0.00 | 0.00 | 2,415 | 59.12 | 12-31-2023 |
| YETI HLDGS INC | COM | 3703 | $128,156 | 2,475 | 0.00 | 0.00 | -35 | -1.39 | 12-31-2023 |
| ELBIT SYS LTD | ORD | 3704 | $127,950 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
