Steward Partners Investment Solutions, LLC Purchases in Q1 2024

Steward Partners Investment Solutions, LLC

$594 Billion
Q1 2024

Stock	Shares change	Price Range	Shares Held	Trade History
FTCS First Trust Capital Strength E ETFs	230 + 6.35%	$79.51 - $85.66 $18.3K - $19.7K	3.85K $330M
ADP Automatic Data Processing Inc Industrials	46 + 2.99%	$232.51 - $255.87 $10.7K - $11.8K	1.58K $395M
FIXD First Tr ETF Viii Tcw Opportun ETFs	993 + 8.67%	$43.25 - $44.65 $42.9K - $44.3K	12.4K $543M
PNC Pnc Financial Services Group, Inc. Financial Services	5 + 0.11%	$144.85 - $161.6 $724 - $808	4.44K $718M
PFM Invesco Exchange Traded Fd Tr ETFs	196 + 2.72%	$39.51 - $42.57 $7.74K - $8.34K	7.41K $316M
T At&T Inc. Communication Services	37 + 0.12%	$16.23 - $18.04 $601 - $667	32.1K $564M
IGF Ishares Global Infrastructure ETFs	257 + 5.09%	$44.1 - $47.63 $11.3K - $12.2K	5.3K $253M
KRP Kimbell Royalty Partners, LP Energy	300 + 2.31%	$14.39 - $15.79 $4.32K - $4.74K	13.3K $206M
PPL Ppl Corp Utilities	47 + 0.32%	$25.44 - $27.99 $1.2K - $1.32K	14.8K $406M
IDV Ishares Tr ETFs	104 + 0.66%	$26.95 - $28.13 $2.8K - $2.93K	15.9K $446M
LNG Cheniere Energy, Inc. Energy	290 + 4.39%	$152.89 - $169.41 $44.3K - $49.1K	6.9K $1.11B
INTC Intel Corp Technology	245 + 1.4%	$41.83 - $49.55 $10.2K - $12.1K	17.8K $784M

Activity Summary All Purchases 212 New Holdings 124 Increased Positions 88 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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