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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | MSCI USA STRTGIC | 7051 | $28,802 | 218 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MAPLEBEAR INC | COM | 7052 | $28,751 | 1,225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| APPLOVIN CORP | COM CL A | 7053 | $28,732 | 721 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HANCOCK JOHN PFD INCOME FD | SH BEN INT | 7054 | $28,729 | 1,821 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
