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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | NATURAL RESOURC | 9401 | $10,982 | 225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MALIBU BOATS INC | COM CL A | 9402 | $10,964 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR MTG INCOME FD | COM SHS | 9403 | $10,944 | 903 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 9404 | $10,929 | 382 | 0.00 | 0.00 | -236 | -38.19 | 12-31-2023 |
