Steward Partners Investment Advisory, LLC First Tr ETF Vi Dorseywright D Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DALI
# of Institutions
21Shares Held
4.05MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.62MShares$98.5 Million14.06% of portfolio
-
Prospera Financial Services Inc179KShares$4.87 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC84.7KShares$2.31 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.54 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ45.1KShares$1.23 Million0.01% of portfolio