A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 697 shares of BBCA stock, worth $50,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares
697
Previous 628 10.99%
Holding current value
$50,741
Previous $40,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$64.0 - $72.54 $4,416 - $5,005
69 Added 10.99%
697 $50,000
Q2 2024

Aug 08, 2024

BUY
$63.81 - $67.27 $1,467 - $1,547
23 Added 3.8%
628 $40,000
Q1 2024

May 15, 2024

SELL
$61.83 - $66.81 $27,019 - $29,195
-437 Reduced 41.94%
605 $40,000
Q4 2023

Feb 12, 2024

BUY
$54.74 - $64.43 $23,921 - $28,155
437 Added 72.23%
1,042 $66,000
Q3 2022

Nov 10, 2022

BUY
$53.44 - $63.27 $32,331 - $38,278
605 New
605 $32,000

Others Institutions Holding BBCA

About J P MORGAN ETF TR BETABUILDERS


  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.