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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUN INCOME QUALITY | COM | 7001 | $28,978 | 2,585 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BANK OZK LITTLE ROCK ARK | COM | 7002 | $28,951 | 581 | 0.00 | 0.00 | 231 | 66.00 | 12-31-2023 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 7003 | $28,862 | 341 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | MSCI USA STRTGIC | 7004 | $28,802 | 218 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
