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 |
|---|---|---|---|---|---|---|---|---|---|
| DROPBOX INC | CL A | 6651 | $32,428 | 1,100 | 0.00 | 0.00 | -400 | -26.67 | 12-31-2023 |
| ISHARES TR | MSCI UK ETF NEW | 6652 | $32,292 | 977 | 0.00 | 0.00 | 6 | 0.62 | 12-31-2023 |
| KORN FERRY | COM NEW | 6653 | $32,168 | 542 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
