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 |
|---|---|---|---|---|---|---|---|---|---|
| SEA LTD | SPONSORD ADS | 5551 | $52,934 | 1,307 | 0.00 | 0.00 | -611 | -31.86 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 1 10 Y | 5552 | $52,851 | 2,843 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 2032 | 5553 | $52,832 | 2,094 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEW MTN FIN CORP | COM | 5554 | $52,821 | 4,153 | 0.00 | 0.00 | -256 | -5.81 | 12-31-2023 |
