Steward Partners Investment Advisory, LLC Invesco Exchange Self Ind Tr Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding BSMU
# of Institutions
66Shares Held
3.55MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA390KShares$8.54 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC271KShares$5.95 Million0.0% of portfolio
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Confluence Investment Management LLC265KShares$5.81 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC196KShares$4.29 Million0.0% of portfolio
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Envision Financial Planning, LLC Memphis, TN194KShares$4.26 Million2.27% of portfolio