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 |
|---|---|---|---|---|---|---|---|---|---|
| XPONENTIAL FITNESS INC | COM CL A | 9001 | $12,490 | 969 | 0.00 | 969 | +Inf | 12-31-2023 | |
| TEJON RANCH CO | COM | 9002 | $12,401 | 721 | 0.00 | 0.00 | -50 | -6.49 | 12-31-2023 |
| LANTHEUS HLDGS INC | COM | 9003 | $12,400 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TELEPHONE & DATA SYS INC | COM NEW | 9004 | $12,386 | 675 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
