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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY EMERGING MKTS | COM | 9451 | $10,578 | 2,270 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US SMA | 9452 | $10,578 | 500 | 0.00 | 500 | +Inf | 12-31-2023 | |
| GOLUB CAP BDC INC | COM | 9453 | $10,570 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FULTON FINL CORP PA | COM | 9454 | $10,564 | 642 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
