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 | ISHARES SEMICDTR | 901 | $2,306,704 | 4,004 | 0.00 | 0.00 | -2,733 | -40.57 | 12-31-2023 |
| EOG RES INC | COM | 902 | $2,303,430 | 19,044 | 0.00 | 0.00 | 4,586 | 31.72 | 12-31-2023 |
| KINDER MORGAN INC DEL | COM | 903 | $2,286,379 | 129,613 | 0.00 | 0.00 | -2,849 | -2.15 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 904 | $2,282,464 | 69,418 | 0.00 | 0.00 | -300 | -0.43 | 12-31-2023 |
