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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | LONG MUNI ETF | 6351 | $37,924 | 2,078 | 0.00 | 0.00 | -385,213 | -99.46 | 12-31-2023 |
| BRIXMOR PPTY GROUP INC | COM | 6352 | $37,767 | 1,623 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| APOLLO SR FLOATING RATE FD I | COM | 6353 | $37,736 | 2,848 | 0.00 | 0.00 | 400 | 16.34 | 12-31-2023 |
| SYNOVUS FINL CORP | COM NEW | 6354 | $37,653 | 1,000 | 0.00 | 0.00 | -799 | -44.41 | 12-31-2023 |
