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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 5451 | $54,109 | 1,708 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UPBOUND GROUP INC | COM | 5452 | $54,080 | 1,592 | 0.00 | 0.00 | -67 | -4.04 | 12-31-2023 |
