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 |
|---|---|---|---|---|---|---|---|---|---|
| DOUBLELINE OPPORTUNISTIC CR | COM | 6451 | $35,904 | 2,339 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ELME COMMUNITIES | SH BEN INT | 6452 | $35,878 | 2,457 | 0.00 | 0.00 | 21 | 0.86 | 12-31-2023 |
| ONE GAS INC | COM | 6453 | $35,747 | 561 | 0.00 | 0.00 | 9 | 1.63 | 12-31-2023 |
| HANCOCK JOHN PFD INCOME FD I | COM | 6454 | $35,534 | 2,513 | 0.00 | 0.00 | -4 | -0.16 | 12-31-2023 |
