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 |
|---|---|---|---|---|---|---|---|---|---|
| LIFEMD INC | COM | 8751 | $14,997 | 1,809 | 0.00 | 1,809 | +Inf | 12-31-2023 | |
| ISHARES TR | GENOMICS IMMUN | 8752 | $14,980 | 651 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LISTED FD TR | ROUNDHILL BALL | 8753 | $14,963 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PERFORMANCE FOOD GROUP CO | COM | 8754 | $14,936 | 216 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
