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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED BANKSHARES INC WEST V | COM | 4751 | $74,124 | 1,974 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROSHARES TR | S&P TECH DIVIDEN | 4752 | $74,033 | 1,064 | 0.00 | 0.00 | 686 | 181.48 | 12-31-2023 |
| ITRON INC | COM | 4753 | $73,924 | 979 | 0.00 | 0.00 | 6 | 0.62 | 12-31-2023 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 4754 | $73,696 | 1,567 | 0.00 | 0.00 | -3,026 | -65.88 | 12-31-2023 |
