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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P SMLCP FINL | 8601 | $15,984 | 325 | 0.00 | 0.00 | 275 | 550.00 | 12-31-2023 |
| THOR INDS INC | COM | 8602 | $15,964 | 135 | 0.00 | 135 | +Inf | 12-31-2023 | |
| SPROTT FOCUS TR INC | COM | 8603 | $15,936 | 1,992 | 0.00 | 0.00 | 22 | 1.12 | 12-31-2023 |
| DT MIDSTREAM INC | COMMON STOCK | 8604 | $15,892 | 290 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
