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 |
|---|---|---|---|---|---|---|---|---|---|
| GRAINGER W W INC | COM | 751 | $3,114,270 | 3,758 | 0.00 | 0.00 | -1 | -0.03 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 752 | $3,086,871 | 166,453 | 0.00 | 0.00 | -209 | -0.13 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 753 | $3,079,826 | 121,925 | 0.00 | 0.00 | 23,579 | 23.98 | 12-31-2023 |
| PIMCO ETF TR | 1-5 US TIP IDX | 754 | $3,070,441 | 60,028 | 0.00 | 0.00 | -2,783 | -4.43 | 12-31-2023 |
