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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MATTERPORT INC | COM CL A | 8901 | $13,047 | 4,850 | 0.00 | 0.00 | -1,500 | -23.62 | 12-31-2023 |