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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,600 | -35.16 | 12-31-2023 |
| LEGGETT & PLATT INC | COM | 5952 | $45,927 | 1,755 | 0.00 | 0.00 | -1,878 | -51.69 | 12-31-2023 |
| IDEX CORP | COM | 5953 | $45,810 | 211 | 0.00 | 0.00 | -3,438 | -94.22 | 12-31-2023 |
| CALAMOS GBL DYN INCOME FUND | COM | 5954 | $45,583 | 7,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
