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 |
|---|---|---|---|---|---|---|---|---|---|
| WESBANCO INC | COM | 6001 | $44,922 | 1,432 | 0.00 | 0.00 | 98 | 7.35 | 12-31-2023 |
| ISHARES TR | GLOBAL FINLS ETF | 6002 | $44,868 | 571 | 0.00 | 0.00 | 315 | 123.05 | 12-31-2023 |
| AFFIRM HLDGS INC | COM CL A | 6003 | $44,717 | 910 | 0.00 | 0.00 | -130 | -12.50 | 12-31-2023 |
| BLACKROCK MUNIVEST FD INC | COM | 6004 | $44,648 | 6,271 | 0.00 | 0.00 | 24 | 0.38 | 12-31-2023 |
