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 U S ETF TR | BLACKROCK SHORT | 8151 | $19,996 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LIBERTY ENERGY INC | COM CL A | 8152 | $19,954 | 1,100 | 0.00 | 0.00 | -400 | -26.67 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST BFR | 8153 | $19,915 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENERGY RECOVERY INC | COM | 8154 | $19,782 | 1,050 | 0.00 | 1,050 | +Inf | 12-31-2023 |
