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 |
|---|---|---|---|---|---|---|---|---|---|
| SHIFT4 PMTS INC | CL A | 3901 | $113,517 | 1,527 | 0.00 | 0.00 | -225 | -12.84 | 12-31-2023 |
| EATON VANCE TAX-ADVANTAGED G | COM | 3902 | $113,472 | 4,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TEMPLETON GLOBAL INCOME FD | COM | 3903 | $113,313 | 29,898 | 0.00 | 0.00 | -348 | -1.15 | 12-31-2023 |
| BLACKROCK CAP ALLOCATION TER | COM | 3904 | $113,061 | 7,563 | 0.00 | 0.00 | -5,379 | -41.56 | 12-31-2023 |
