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
ETF SER SOLUTIONS DISTILLATE US 4401 $89,458 1,812 0.00 0.00 1,712 1712.00 12-31-2023
APTIV PLC SHS 4402 $89,451 997 0.00 0.00 249 33.29 12-31-2023
ISHARES TR MSCI CHINA ETF 4403 $89,209 2,190 0.00 0.00 507 30.12 12-31-2023
FEDERAL SIGNAL CORP COM 4404 $89,180 1,162 0.00 0.00 0 0.00 12-31-2023
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