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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NORTH AMERN NAT | 501 | $5,513,181 | 135,392 | 0.00 | 0.00 | 64,328 | 90.52 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 502 | $5,426,250 | 10 | 0.00 | 0.00 | 2 | 25.00 | 12-31-2023 |
| COLGATE PALMOLIVE CO | COM | 503 | $5,384,173 | 67,547 | 0.00 | 0.00 | -299 | -0.44 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 504 | $5,349,314 | 92,293 | 0.00 | 0.00 | 3,334 | 3.75 | 12-31-2023 |
