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
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
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6