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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTUNE BRANDS INNOVATIONS I | COM | 3951 | $111,164 | 1,460 | 0.00 | 0.00 | 50 | 3.55 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 3952 | $110,807 | 4,112 | 0.00 | 0.00 | -2,685 | -39.50 | 12-31-2023 |
| STMICROELECTRONICS N V | NY REGISTRY | 3953 | $110,759 | 2,209 | 0.00 | 0.00 | 659 | 42.52 | 12-31-2023 |
| HANCOCK WHITNEY CORPORATION | COM | 3954 | $110,654 | 2,277 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
