Steward Partners Investment Advisory, LLC First Tr Exchange Traded Fd Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,007 shares of EDOW stock, worth $73,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,007

Previous 2,000 0.35%

Holding current value

$73,516

Previous $68,000 1.47%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$32.7 - $34.34 $228 - $240	7 Added 0.35%	2,007 $67,000
Q1 2024 May 15, 2024	BUY	$32.12 - $34.44 $224 - $241	7 Added 0.35%	2,000 $68,000
Q4 2023 Feb 12, 2024	SELL	$28.08 - $32.76 $14,517 - $16,936	-517 Reduced 20.6%	1,993 $64,000
Q3 2023 Nov 13, 2023	BUY	$28.96 - $31.03 $289 - $310	10 Added 0.4%	2,510 $72,000
Q2 2023 Aug 14, 2023	BUY	$28.73 - $30.43 $287 - $304	10 Added 0.4%	2,500 $75,000
Q1 2023 May 15, 2023	BUY	$28.24 - $30.19 $282 - $301	10 Added 0.4%	2,490 $73,000
Q4 2022 Feb 15, 2023	BUY	$25.21 - $30.05 $277 - $330	11 Added 0.45%	2,480 $71,000
Q3 2022 Nov 10, 2022	BUY	$24.82 - $30.02 $273 - $330	11 Added 0.45%	2,469 $61,000
Q2 2022 Aug 04, 2022	BUY	$26.84 - $31.38 $241 - $282	9 Added 0.37%	2,458 $67,000
Q1 2022 May 02, 2022	BUY	$29.53 - $32.27 $265 - $290	9 Added 0.37%	2,449 $76,000
Q4 2021 Feb 08, 2022	BUY	$29.7 - $31.9 $267 - $287	9 Added 0.37%	2,440 $77,000
Q3 2021 Nov 12, 2021	BUY	$29.97 - $31.5 $209 - $220	7 Added 0.29%	2,431 $73,000
Q2 2021 Aug 13, 2021	SELL	$29.71 - $30.98 $59,182 - $61,712	-1,992 Reduced 45.11%	2,424 $74,000
Q1 2021 May 14, 2021	SELL	$26.74 - $29.74 $11,819 - $13,145	-442 Reduced 9.1%	4,416 $130,000
Q4 2020 Feb 11, 2021	BUY	$23.17 - $27.16 $9,453 - $11,081	408 Added 9.17%	4,858 $132,000
Q3 2020 Oct 30, 2020	BUY	$22.96 - $25.63 $22,960 - $25,630	1,000 Added 28.99%	4,450 $109,000
Q2 2020 Aug 06, 2020	BUY	$19.37 - $25.46 $66,826 - $87,837	3,450 New	3,450 $80,000

Others Institutions Holding EDOW

# of Institutions

Shares Held

4.13M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD

Ticker EDOW
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Steward Partners Investment Advisory, LLC First Tr Exchange Traded Fd Transaction History