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 |
|---|---|---|---|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | 7651 | $24,907 | 445 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 7652 | $24,864 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| XPENG INC | ADS | 7653 | $24,803 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ESSEX PPTY TR INC | COM | 7654 | $24,794 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
