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 |
|---|---|---|---|---|---|---|---|---|---|
| DORIAN LPG LTD | SHS USD | 5851 | $48,638 | 1,109 | 0.00 | 0.00 | -321 | -22.45 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP DISC | 5852 | $48,550 | 468 | 0.00 | 0.00 | 168 | 56.00 | 12-31-2023 |
| GATX CORP | COM | 5853 | $48,449 | 403 | 0.00 | 0.00 | 10 | 2.54 | 12-31-2023 |
| ISHARES INC | JP MRGN EM HI BD | 5854 | $48,164 | 1,325 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
