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 |
|---|---|---|---|---|---|---|---|---|---|
| ECHOSTAR CORP | CL A | 9701 | $9,942 | 600 | 0.00 | 0.00 | -20 | -3.23 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 9702 | $9,923 | 387 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REPLIGEN CORP | COM | 9703 | $9,889 | 55 | 0.00 | 0.00 | -7 | -11.29 | 12-31-2023 |
| SKEENA RES LTD NEW | COM | 9704 | $9,760 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2023 |
