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 |
|---|---|---|---|---|---|---|---|---|---|
| NOKIA CORP | SPONSORED ADR | 7151 | $27,846 | 8,142 | 0.00 | 0.00 | -4,961 | -37.86 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | 7152 | $27,783 | 656 | 0.00 | 0.00 | 1 | 0.15 | 12-31-2023 |
| ISHARES TR | US SML CP VALUE | 7153 | $27,721 | 900 | 0.00 | 0.00 | 800 | 800.00 | 12-31-2023 |
| BANK AMERICA CORP | 7.25%CNV PFD L | 7154 | $27,721 | 23 | 0.00 | 0.00 | -2 | -8.00 | 12-31-2023 |
