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 |
|---|---|---|---|---|---|---|---|---|---|
| DUFF & PHELPS UTLITY AND INF | COM | 3751 | $124,712 | 13,600 | 0.00 | 0.00 | 1,300 | 10.57 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 3752 | $124,243 | 3,488 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HF SINCLAIR CORP | COM | 3753 | $123,626 | 2,225 | 0.00 | 0.00 | -728 | -24.65 | 12-31-2023 |
| INTERNATIONAL MNY EXPRESS IN | COM | 3754 | $123,505 | 5,591 | 0.00 | 0.00 | 886 | 18.83 | 12-31-2023 |
