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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 6851 | $30,109 | 442 | 0.00 | 0.00 | -909 | -67.28 | 12-31-2023 |
| ISHARES TR | INDIA 50 ETF | 6852 | $30,101 | 611 | 0.00 | 0.00 | 1 | 0.16 | 12-31-2023 |
| ISHARES TR | MSCI INTL MOMENT | 6853 | $30,100 | 878 | 0.00 | 878 | +Inf | 12-31-2023 | |
| UNITED STATES STL CORP NEW | COM | 6854 | $30,076 | 618 | 0.00 | 0.00 | 314 | 103.29 | 12-31-2023 |
