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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR II | ULTRA BLOOMBERG | 9851 | $8,589 | 302 | 0.00 | 0.00 | -95 | -23.93 | 12-31-2023 |
| ICU MED INC | COM | 9852 | $8,578 | 86 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BANNER CORP | COM NEW | 9853 | $8,570 | 160 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WATERS CORP | COM | 9854 | $8,560 | 26 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
