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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | NEXT GEN MEDIA | 5051 | $62,941 | 1,627 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | INTRM GOV CR ETF | 5052 | $62,856 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK LTD DURATION INCOM | COM SHS | 5053 | $62,714 | 4,486 | 0.00 | 0.00 | 3,061 | 214.81 | 12-31-2023 |
| VARONIS SYS INC | COM | 5054 | $62,486 | 1,380 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
