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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTERNTNL AI ENH | 6301 | $38,812 | 959 | 0.00 | 0.00 | 100 | 11.64 | 12-31-2023 |
| ISHARES TR | IBONDS 29 TRM TS | 6302 | $38,768 | 1,780 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TWIST BIOSCIENCE CORP | COM | 6303 | $38,703 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FLOWSERVE CORP | COM | 6304 | $38,623 | 937 | 0.00 | 0.00 | -73 | -7.23 | 12-31-2023 |
