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 |
|---|---|---|---|---|---|---|---|---|---|
| SHAKE SHACK INC | CL A | 4551 | $82,940 | 1,119 | 0.00 | 0.00 | 904 | 420.47 | 12-31-2023 |
| ETF SER SOLUTIONS | DEFIANCE NEXT | 4552 | $82,798 | 2,310 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 4553 | $82,430 | 1,951 | 0.00 | 0.00 | -653 | -25.08 | 12-31-2023 |
| NUVEEN S&P 500 DYNAMIC OVERW | COM | 4554 | $82,344 | 5,475 | 0.00 | 0.00 | 250 | 4.78 | 12-31-2023 |
