Steward Partners Investment Advisory, LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 457 shares of DMAR stock, worth $18,092. This represents 0.0% of its overall portfolio holdings.

Number of Shares
457
Previous 589 22.41%
Holding current value
$18,092
Previous $22,000 22.73%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$36.82 - $39.1 $4,860 - $5,161
-132 Reduced 22.41%
457 $17,000
Q3 2024

Nov 14, 2024
SELL
$35.04 - $37.34 $12,509 - $13,330
-357 Reduced 37.74%
589 $21,000
Q2 2024

Aug 08, 2024
SELL
$33.87 - $36.03 $2,709 - $2,882
-80 Reduced 7.8%
946 $34,000
Q1 2024

May 15, 2024
SELL
$33.79 - $34.9 $4,494 - $4,641
-133 Reduced 11.48%
1,026 $35,000
Q4 2023

Feb 12, 2024
SELL
$31.52 - $33.85 $97,712 - $104,935
-3,100 Reduced 72.79%
1,159 $39,000
Q3 2023

Nov 13, 2023
SELL
$32.04 - $32.7 $4,037 - $4,120
-126 Reduced 2.87%
4,259 $137,000
Q2 2023

Aug 14, 2023
SELL
$30.87 - $32.28 $485,832 - $508,022
-15,738 Reduced 78.21%
4,385 $141,000
Q1 2023

May 15, 2023
SELL
$30.12 - $30.88 $367,283 - $376,550
-12,194 Reduced 37.73%
20,123 $621,000
Q4 2022

Feb 15, 2023
BUY
$29.37 - $30.63 $495,060 - $516,299
16,856 Added 109.02%
32,317 $974,000
Q3 2022

Nov 10, 2022
BUY
$29.35 - $31.62 $222,502 - $239,711
7,581 Added 96.21%
15,461 $454,000
Q2 2022

Aug 04, 2022
BUY
$29.36 - $32.44 $94,832 - $104,781
3,230 Added 69.46%
7,880 $234,000
Q1 2022

May 02, 2022
BUY
$31.08 - $32.55 $144,522 - $151,357
4,650 New
4,650 $150,000

Others Institutions Holding DMAR

# of Institutions
97
Shares Held
2.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TR VIII CBOE VEST

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  • Ticker DMAR
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