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 |
|---|---|---|---|---|---|---|---|---|---|
| KRANESHARES TR | CSI CHI INTERNET | 4001 | $108,540 | 4,020 | 0.00 | 0.00 | -2,836 | -41.37 | 12-31-2023 |
| NORTHWEST NAT HLDG CO | COM | 4002 | $108,487 | 2,786 | 0.00 | 0.00 | -700 | -20.08 | 12-31-2023 |
| EQUINOX GOLD CORP | COM | 4003 | $108,485 | 22,185 | 0.00 | 0.00 | -1,159 | -4.96 | 12-31-2023 |
| ZIONS BANCORPORATION N A | COM | 4004 | $108,315 | 2,469 | 0.00 | 0.00 | -1,550 | -38.57 | 12-31-2023 |
