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
PROSHARES TR SHRT RL EST FD Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
SPDR SER TR SPDR MSCI USA GE 6052 $43,699 460 0.00 0.00 0 0.00 12-31-2023
GLOBAL X FDS DOW 30 COVERED C 6053 $43,557 1,988 0.00 0.00 0 0.00 12-31-2023
FIRST TR EXCHNG TRADED FD VI FT CBOE VST INTL 6054 $43,228 1,956 0.00 0.00 0 0.00 12-31-2023
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