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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 7501 | $25,666 | 559 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VITA COCO CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -315 | -24.23 | 12-31-2023 |
| JACK IN THE BOX INC | COM | 7503 | $25,632 | 314 | 0.00 | 0.00 | 64 | 25.60 | 12-31-2023 |
| WABASH NATL CORP | COM | 7504 | $25,620 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
