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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | ACTIVE GLOBAL | 8651 | $15,411 | 1,162 | 0.00 | 1,162 | +Inf | 12-31-2023 | |
| FIRST TR EXCH TRADED FD III | RIVRFRNT DYN DEV | 8652 | $15,298 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| I3 VERTICALS INC | COM CL A | 8653 | $15,285 | 722 | 0.00 | 0.00 | -3,622 | -83.38 | 12-31-2023 |
| ITT INC | COM | 8654 | $15,174 | 127 | 0.00 | 0.00 | 70 | 122.81 | 12-31-2023 |
