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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | ICE PFD SEC ETF | 8251 | $18,939 | 565 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | BUILDING & CONST | 8252 | $18,936 | 300 | 0.00 | 300 | +Inf | 12-31-2023 | |
| AVANGRID INC | COM | 8253 | $18,927 | 584 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR MLP & ENERGY INCOM | COM | 8254 | $18,854 | 2,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
