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 |
|---|---|---|---|---|---|---|---|---|---|
| OLIN CORP | COM PAR $1 | 3801 | $120,938 | 2,242 | 0.00 | 0.00 | -754 | -25.17 | 12-31-2023 |
| WELLS FARGO CO NEW | PERP PFD CNV A | 3802 | $120,758 | 101 | 0.00 | 0.00 | -2 | -1.94 | 12-31-2023 |
| GLOBAL X FDS | GLOBAL X COPPER | 3803 | $120,750 | 3,220 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL PMTS INC | COM | 3804 | $120,030 | 945 | 0.00 | 0.00 | 12 | 1.29 | 12-31-2023 |
