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 |
|---|---|---|---|---|---|---|---|---|---|
| OSISKO GOLD ROYALTIES LTD | COM | 6151 | $41,971 | 2,939 | 0.00 | 0.00 | 35 | 1.21 | 12-31-2023 |
| CLEARWAY ENERGY INC | CL C | 6152 | $41,913 | 1,528 | 0.00 | 0.00 | 225 | 17.27 | 12-31-2023 |
| ISHARES TR | MSCI GERMNY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COLUMBIA ETF TR I | DIVERSIFID FXD | 6154 | $41,714 | 2,311 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
