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 | CALIF MUN BD ETF | 5301 | $56,984 | 984 | 0.00 | 0.00 | 9 | 0.92 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 5302 | $56,957 | 2,231 | 0.00 | 2,231 | +Inf | 12-31-2023 | |
| MICROSTRATEGY INC | CL A NEW | 5303 | $56,846 | 90 | 0.00 | 0.00 | 64 | 246.15 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 5304 | $56,685 | 1,644 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
