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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MMENTM | 801 | $2,820,067 | 17,975 | 0.00 | 0.00 | -26,950 | -59.99 | 12-31-2023 |
| SPDR SER TR | S&P REGL BKG | 802 | $2,819,007 | 53,767 | 0.00 | 0.00 | 41,493 | 338.06 | 12-31-2023 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 803 | $2,811,399 | 13,664 | 0.00 | 0.00 | -173 | -1.25 | 12-31-2023 |
| ISHARES TR | JPMORGAN USD EMG | 804 | $2,799,100 | 31,429 | 0.00 | 0.00 | 1,523 | 5.09 | 12-31-2023 |
