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 |
|---|---|---|---|---|---|---|---|---|---|
| POLARIS INC | COM | 701 | $3,415,388 | 36,039 | 0.00 | 0.00 | -153 | -0.42 | 12-31-2023 |
| GRIFFON CORP | COM | 702 | $3,415,214 | 56,033 | 0.00 | 0.00 | 4,145 | 7.99 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 703 | $3,411,439 | 19,618 | 0.00 | 0.00 | 1,098 | 5.93 | 12-31-2023 |
| UBER TECHNOLOGIES INC | COM | 704 | $3,399,033 | 55,206 | 0.00 | 0.00 | -10,613 | -16.12 | 12-31-2023 |
