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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN NEW YORK AMT QLT MUNI | COM | 5151 | $60,811 | 5,775 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AGCO CORP | COM | 5152 | $60,705 | 500 | 0.00 | 0.00 | -100 | -16.67 | 12-31-2023 |
| JEFFERIES FINL GROUP INC | COM | 5153 | $60,615 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 5154 | $60,523 | 3,066 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
