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 SR FLTNG RTE TR | COM | 4351 | $92,418 | 7,300 | 0.00 | 0.00 | 1,000 | 15.87 | 12-31-2023 |
| VIRTUS CONVERTIBLE & INC 202 | COM | 4352 | $92,258 | 10,580 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANECK MERK GOLD TR | GOLD TRUST | 4353 | $92,016 | 4,610 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALNYLAM PHARMACEUTICALS INC | COM | 4354 | $91,877 | 480 | 0.00 | 0.00 | 60 | 14.29 | 12-31-2023 |
