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 EXCH TRADED FD TR II DORSEY WRGT EMRG Liquidated $0 0 0.00 430 +Inf 12-31-2023
DRDGOLD LIMITED SPON ADR REPSTG 9952 $7,950 1,000 0.00 0.00 0 0.00 12-31-2023
URBAN ONE INC CL D NON VTG 9953 $7,943 2,250 0.00 2,250 +Inf 12-31-2023
CARVANA CO CL A 9954 $7,941 150 0.00 0.00 -400 -72.73 12-31-2023
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