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 |
|---|---|---|---|---|---|---|---|---|---|
| DISC MEDICINE INC | COM | 6551 | $34,656 | 600 | 0.00 | 0.00 | 200 | 50.00 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | CBOE VEST RISING | 6552 | $34,620 | 1,500 | 0.00 | 1,500 | +Inf | 12-31-2023 | |
| GOODYEAR TIRE & RUBR CO | COM | 6553 | $34,468 | 2,407 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PEGASYSTEMS INC | COM | 6554 | $34,202 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
