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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLB INFRASTR ETF | 6601 | $32,935 | 700 | 0.00 | 0.00 | 25 | 3.70 | 12-31-2023 |
| WEX INC | COM | 6602 | $32,879 | 169 | 0.00 | 0.00 | 75 | 79.79 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 6603 | $32,796 | 975 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIGITALBRIDGE GROUP INC | CL A NEW | 6604 | $32,703 | 1,864 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
