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 |
|---|---|---|---|---|---|---|---|---|---|
| PRIMIS FINANCIAL CORP | COM | 7751 | $23,965 | 1,893 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMBARELLA INC | SHS | 7752 | $23,903 | 390 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EDGEWELL PERS CARE CO | COM | 7753 | $23,810 | 650 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROSHARES TR II | ULTA BLMBG 2017 | 7754 | $23,699 | 908 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
