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 |
|---|---|---|---|---|---|---|---|---|---|
| REVVITY INC | COM | 4201 | $101,330 | 927 | 0.00 | 0.00 | -245 | -20.90 | 12-31-2023 |
| NUVEEN NEW YORK QLT MUN INC | COM | 4202 | $100,033 | 9,061 | 0.00 | 0.00 | -716 | -7.32 | 12-31-2023 |
