Steward Partners Investment Advisory, LLC Global X Fds Fintech ETF (De) Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Global X Fds Fintech ETF (De) stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 295 shares of FINX stock, worth $9,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares

295

Previous 2,295 87.15%

Holding current value

$9,472

Previous $57,000 85.96%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$24.05 - $28.25 $48,100 - $56,500	-2,000 Reduced 87.15%	295 $8,000
Q1 2024 May 15, 2024	BUY	$23.73 - $27.86 $33,222 - $39,004	1,400 Added 156.42%	2,295 $63,000
Q4 2023 Feb 12, 2024	SELL	$18.19 - $26.08 $6,912 - $9,910	-380 Reduced 29.8%	895 $22,000
Q3 2023 Nov 13, 2023	SELL	$19.71 - $24.72 $98 - $123	-5 Reduced 0.39%	1,275 $25,000
Q1 2023 May 15, 2023	SELL	$19.23 - $23.92 $10,576 - $13,156	-550 Reduced 30.05%	1,280 $26,000
Q4 2022 Feb 15, 2023	BUY	$18.44 - $22.01 $7,007 - $8,363	380 Added 26.21%	1,830 $35,000
Q3 2022 Nov 10, 2022	BUY	$20.28 - $26.99 $2,028 - $2,699	100 Added 7.41%	1,450 $29,000
Q2 2022 Aug 04, 2022	BUY	$20.87 - $33.18 $8,348 - $13,272	400 Added 42.11%	1,350 $29,000
Q1 2022 May 02, 2022	SELL	$27.36 - $40.22 $61,696 - $90,696	-2,255 Reduced 70.36%	950 $30,000
Q4 2021 Feb 08, 2022	BUY	$40.03 - $52.83 $101,075 - $133,395	2,525 Added 371.32%	3,205 $128,000
Q3 2021 Nov 12, 2021	BUY	$45.19 - $52.21 $451 - $522	10 Added 1.49%	680 $33,000
Q2 2021 Aug 13, 2021	BUY	$41.18 - $48.86 $7,000 - $8,306	170 Added 34.0%	670 $32,000
Q1 2021 May 14, 2021	BUY	$43.18 - $52.53 $21,590 - $26,265	500 New	500 $22,000
Q1 2020 Apr 29, 2020	SELL	$20.3 - $34.39 $4,060 - $6,878	-200 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	$27.4 - $29.82 $5,480 - $5,964	200 New	200 $5,000

Others Institutions Holding FINX

# of Institutions

101

Shares Held

2.17M

Call Options Held

Put Options Held

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About GLOBAL X FDS FINTECH ETF (DE)

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Steward Partners Investment Advisory, LLC Global X Fds Fintech ETF (De) Transaction History