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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 451 | $6,170,812 | 138,343 | 0.00 | 0.00 | -9,490 | -6.42 | 12-31-2023 |
| DEERE & CO | COM | 452 | $6,075,167 | 15,193 | 0.00 | 0.00 | -3,927 | -20.54 | 12-31-2023 |
| CENCORA INC | COM | 453 | $6,064,488 | 29,528 | 0.00 | 0.00 | 12,190 | 70.31 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 454 | $6,033,377 | 64,701 | 0.00 | 0.00 | 9,310 | 16.81 | 12-31-2023 |
