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 |
|---|---|---|---|---|---|---|---|---|---|
| BAIDU INC | SPON ADR REP A | 5651 | $51,804 | 435 | 0.00 | 0.00 | -100 | -18.69 | 12-31-2023 |
| QUANTUMSCAPE CORP | COM CL A | 5652 | $51,652 | 7,432 | 0.00 | 0.00 | -20 | -0.27 | 12-31-2023 |
| UBS GROUP AG | SHS | 5653 | $51,572 | 1,669 | 0.00 | 0.00 | -734 | -30.55 | 12-31-2023 |
| ISHARES TR | CORE MSCI EURO | 5654 | $51,554 | 937 | 0.00 | 0.00 | 700 | 295.36 | 12-31-2023 |
