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 S&P REIT INDEX FD | COM | 8851 | $13,986 | 533 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMARIN CORP PLC | SPONS ADR NEW | 8852 | $13,899 | 15,976 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENOVIX CORPORATION | COM | 8853 | $13,885 | 1,109 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HAWAIIAN ELEC INDUSTRIES | COM | 8854 | $13,835 | 975 | 0.00 | 0.00 | 775 | 387.50 | 12-31-2023 |
