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 |
|---|---|---|---|---|---|---|---|---|---|
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 651 | $3,890,132 | 158,393 | 0.00 | 0.00 | 12,745 | 8.75 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 2000 DYNM | 652 | $3,864,040 | 99,589 | 0.00 | 0.00 | 10,479 | 11.76 | 12-31-2023 |
| PAYCHEX INC | COM | 653 | $3,842,629 | 32,261 | 0.00 | 0.00 | -285 | -0.88 | 12-31-2023 |
| ISHARES TR | ISHARES BIOTECH | 654 | $3,828,165 | 28,179 | 0.00 | 0.00 | -1,488 | -5.02 | 12-31-2023 |
