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 |
|---|---|---|---|---|---|---|---|---|---|
| ZILLOW GROUP INC | CL A | 8051 | $20,306 | 358 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | HIGH YLD BD FCTR | 8052 | $20,217 | 438 | 0.00 | 438 | +Inf | 12-31-2023 | |
| EARTHSTONE ENERGY INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TERADATA CORP DEL | COM | 8054 | $20,145 | 463 | 0.00 | 0.00 | -40 | -7.95 | 12-31-2023 |
