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 |
|---|---|---|---|---|---|---|---|---|---|
| ALARM COM HLDGS INC | COM | 5401 | $54,733 | 847 | 0.00 | 0.00 | 11 | 1.32 | 12-31-2023 |
| UNITY SOFTWARE INC | COM | 5402 | $54,629 | 1,336 | 0.00 | 0.00 | 34 | 2.61 | 12-31-2023 |
| NATHANS FAMOUS INC NEW | COM | 5403 | $54,607 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ASYMMETRIC ETFS TRUST | SMART S&P 500 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
