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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | SPDR S&P 500 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 0.30 | 12-31-2023 |
| NISOURCE INC | COM | 5902 | $47,126 | 1,775 | 0.00 | 0.00 | -916 | -34.04 | 12-31-2023 |
| F5 INC | COM | 5903 | $47,072 | 263 | 0.00 | 0.00 | -63 | -19.33 | 12-31-2023 |
| NUVEEN DYNAMIC MUN OPPORTUNI | COM SHS | 5904 | $46,993 | 4,742 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
