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 |
|---|---|---|---|---|---|---|---|---|---|
| WAFD INC | COM | 4851 | $69,974 | 2,123 | 0.00 | 0.00 | 217 | 11.39 | 12-31-2023 |
| TRANSOCEAN LTD | REG SHS | 4852 | $69,882 | 11,005 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERA BRADLEY INC | COM | 4853 | $69,300 | 9,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RYDER SYS INC | COM | 4854 | $69,036 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
