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 TR | US OIL GS EX ETF | 8501 | $16,308 | 175 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JETBLUE AWYS CORP | COM | 8502 | $16,289 | 2,935 | 0.00 | 0.00 | -1,404 | -32.36 | 12-31-2023 |
| WISDOMTREE TR | NEW ECON REAL ES | 8503 | $16,283 | 890 | 0.00 | 0.00 | -1,830 | -67.28 | 12-31-2023 |
| NUCANA PLC | SPONSORED ADR | 8504 | $16,269 | 55,000 | 0.00 | 0.00 | -21,750 | -28.34 | 12-31-2023 |
