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 |
|---|---|---|---|---|---|---|---|---|---|
| WABTEC | COM | 4051 | $106,921 | 843 | 0.00 | 0.00 | -183 | -17.84 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 4052 | $106,843 | 2,420 | 0.00 | 0.00 | -200 | -7.63 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE EQ MODER | 4053 | $106,684 | 3,375 | 0.00 | 0.00 | 3,300 | 4400.00 | 12-31-2023 |
| BIGBEAR AI HLDGS INC | COM | 4054 | $106,623 | 49,824 | 0.00 | 0.00 | 10,000 | 25.11 | 12-31-2023 |
