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 | US HLTHCARE ETF | 551 | $4,977,117 | 17,388 | 0.00 | 0.00 | -5,517 | -24.09 | 12-31-2023 |
| AMERIPRISE FINL INC | COM | 552 | $4,967,618 | 13,079 | 0.00 | 0.00 | -10 | -0.08 | 12-31-2023 |
| ISHARES TR | TRS FLT RT BD | 553 | $4,960,629 | 98,289 | 0.00 | 0.00 | -73,082 | -42.65 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 554 | $4,936,857 | 96,216 | 0.00 | 0.00 | -7,111 | -6.88 | 12-31-2023 |
