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 |
|---|---|---|---|---|---|---|---|---|---|
| SK TELECOM LTD | SPONSORED ADR | 7901 | $21,999 | 1,028 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED ALP | MID CAP VAL FD | 7902 | $21,959 | 431 | 0.00 | 0.00 | 2 | 0.47 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST FD | 7903 | $21,924 | 812 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DAVIS FUNDAMENTAL ETF TR | SELECT FINL | 7904 | $21,883 | 723 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
