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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 6951 | $29,932 | 1,109 | 0.00 | 1,109 | +Inf | 12-31-2023 | |
| OAKTREE SPECIALTY LENDING CO | COM | 6952 | $29,813 | 1,460 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | ESG SCRD S&P MID | 6953 | $29,501 | 782 | 0.00 | 782 | +Inf | 12-31-2023 | |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 6954 | $29,472 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
