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 |
|---|---|---|---|---|---|---|---|---|---|
| MERITAGE HOMES CORP | COM | 7801 | $22,994 | 132 | 0.00 | 132 | +Inf | 12-31-2023 | |
| 23ANDME HOLDING CO | CLASS A COM | 7802 | $22,969 | 25,144 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VAALCO ENERGY INC | COM NEW | 7803 | $22,957 | 5,113 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL X FDS | FINTECH ETF | 7804 | $22,885 | 895 | 0.00 | 0.00 | -380 | -29.80 | 12-31-2023 |
