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
ADVISORSHARES TR INSIDER ADVANTA 8001 $20,893 200 0.00 0.00 0 0.00 12-31-2023
PC CONNECTION INC COM 8002 $20,835 310 0.00 0.00 0 0.00 12-31-2023
RYERSON HLDG CORP COM 8003 $20,808 600 0.00 0.00 0 0.00 12-31-2023
SPDR INDEX SHS FDS S&P CHINA ETF 8004 $20,777 305 0.00 0.00 0 0.00 12-31-2023
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