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 |
|---|---|---|---|---|---|---|---|---|---|
| SRH TOTAL RETURN FUND INC | COM | 6101 | $42,997 | 3,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACCESS HIG YLD | 6102 | $42,988 | 975 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WESTERN UN CO | COM | 6103 | $42,743 | 3,586 | 0.00 | 0.00 | 98 | 2.81 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | 6104 | $42,657 | 785 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
