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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | ENERGY EXPLORATI | 9151 | $11,989 | 388 | 0.00 | 388 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS DEC2026 | 9152 | $11,950 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHWEST GAS HLDGS INC | COM | 9153 | $11,910 | 188 | 0.00 | 0.00 | -20 | -9.62 | 12-31-2023 |
| STRIDE INC | COM | 9154 | $11,874 | 200 | 0.00 | 0.00 | -300 | -60.00 | 12-31-2023 |
