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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR SPECIALTY FIN & FIN | COM BEN INTR | 7301 | $26,521 | 7,408 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MASTEC INC | COM | 7302 | $26,502 | 350 | 0.00 | 0.00 | -85 | -19.54 | 12-31-2023 |
| BIRKENSTOCK HOLDING PLC | COM SHS | 7303 | $26,363 | 541 | 0.00 | 541 | +Inf | 12-31-2023 | |
| AMPLIFY ETF TR | AMPLIFY LITHIUM | 7304 | $26,353 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
