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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 4501 | $84,880 | 3,236 | 0.00 | 3,236 | +Inf | 12-31-2023 | |
| CENTENE CORP DEL | COM | 4502 | $84,451 | 1,138 | 0.00 | 0.00 | -170 | -13.00 | 12-31-2023 |
| TOPBUILD CORP | COM | 4503 | $84,209 | 225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| IAC INC | COM NEW | 4504 | $84,070 | 1,605 | 0.00 | 0.00 | 106 | 7.07 | 12-31-2023 |
