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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P INS ETF | 4801 | $72,171 | 1,596 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BROOKFIELD BUSINESS PARTNERS | UNIT LTD L P | 4802 | $72,030 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALLY FINL INC | COM | 4803 | $71,796 | 2,056 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 4804 | $71,070 | 750 | 0.00 | 0.00 | 500 | 200.00 | 12-31-2023 |
