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 |
|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE CAP GREENWICH FD | IPO ETF | 6251 | $39,973 | 1,060 | 0.00 | 0.00 | -15 | -1.40 | 12-31-2023 |
| COHEN & STEERS TOTAL RETURN | COM | 6252 | $39,864 | 3,393 | 0.00 | 0.00 | 21 | 0.62 | 12-31-2023 |
| GILAT SATELLITE NETWORKS LTD | SHS NEW | 6253 | $39,715 | 6,500 | 0.00 | 0.00 | -1,000 | -13.33 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 29 | 6254 | $39,703 | 1,721 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
