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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY BUF SEP | 851 | $2,541,667 | 69,293 | 0.00 | 0.00 | 4,207 | 6.46 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 852 | $2,538,943 | 40,519 | 0.00 | 0.00 | -924 | -2.23 | 12-31-2023 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 853 | $2,513,696 | 311,101 | 0.00 | 0.00 | 74,154 | 31.30 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 854 | $2,513,346 | 44,961 | 0.00 | 0.00 | 37,910 | 537.65 | 12-31-2023 |
