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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI PHILIPS ETF | 8951 | $12,995 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ETF MANAGERS TR | ETFMG ALTR HRVST | 8952 | $12,985 | 4,020 | 0.00 | 0.00 | -685 | -14.56 | 12-31-2023 |
| ELICIO THERAPEUTICS INC | COM | 8953 | $12,960 | 1,554 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TORTOISE PWR & ENERGY INFRAS | COM | 8954 | $12,893 | 920 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
