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
UNDER ARMOUR INC CL C 8801 $14,170 1,697 0.00 0.00 23 1.37 12-31-2023
OATLY GROUP AB SPONSORED ADS 8802 $14,160 12,000 0.00 0.00 0 0.00 12-31-2023
BELDEN INC COM 8803 $14,137 183 0.00 183 +Inf 12-31-2023
CHIMERA INVT CORP COM NEW 8804 $14,136 2,833 0.00 0.00 -2,121 -42.81 12-31-2023
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