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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN ASSET HIGH INCOM FD | COM | 5501 | $53,880 | 10,863 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR ETFS TR | PREMIUM INC 9 BU | 5502 | $53,861 | 2,229 | 0.00 | 2,229 | +Inf | 12-31-2023 | |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 5503 | $53,856 | 1,752 | 0.00 | 1,752 | +Inf | 12-31-2023 | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 5504 | $53,830 | 1,754 | 0.00 | 0.00 | 985 | 128.09 | 12-31-2023 |
