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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CHAMPIONX CORPORATION | COM | 5801 | $49,891 | 1,708 | 0.00 | 0.00 | 28 | 1.67 | 12-31-2023 |
COREBRIDGE FINL INC | COM | 5802 | $49,818 | 2,300 | 0.00 | 0.00 | -1,100 | -32.35 | 12-31-2023 |
CONMED CORP | COM | 5803 | $49,718 | 454 | 0.00 | 0.00 | 104 | 29.71 | 12-31-2023 |
INNOVATOR ETFS TR | US SML CP PWR B | 5804 | $49,615 | 1,832 | 0.00 | 0.00 | -1,500 | -45.02 | 12-31-2023 |