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 |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK TIMES CO | CL A | 5101 | $61,972 | 1,265 | 0.00 | 0.00 | -1,028 | -44.83 | 12-31-2023 |
| TORTOISE ENERGY INFRA CORP | COM | 5102 | $61,884 | 2,151 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 5103 | $61,854 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR ENERGY INCOME & GRO | COM | 5104 | $61,830 | 4,270 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
