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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | COM CL A | 5001 | $64,974 | 784 | 0.00 | 0.00 | 32 | 4.26 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | DOW 30 EQL WGT | 5002 | $64,968 | 1,993 | 0.00 | 0.00 | -517 | -20.60 | 12-31-2023 |
| SEI INVTS CO | COM | 5003 | $64,503 | 1,015 | 0.00 | 0.00 | 150 | 17.34 | 12-31-2023 |
| EA SERIES TRUST | STRIVE US SEMICO | 5004 | $64,478 | 1,634 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
