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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE RISK-MANAGED DIV | COM | 4251 | $99,701 | 12,717 | 0.00 | 0.00 | 378 | 3.06 | 12-31-2023 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 4252 | $99,484 | 8,353 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCIENCE APPLICATIONS INTL CO | COM | 4253 | $99,332 | 799 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN CALIFORNIA MUNI VLU F | COM STK | 4254 | $98,560 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
