Steward Partners Investment Advisory, LLC Spdr S&P Kensho New Economies Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 25 shares of KOMP stock, worth $1,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 25 -0.0%
Holding current value
$1,191
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$43.0 - $48.08 $11,008 - $12,308
-256 Reduced 91.1%
25 $1,000
Q2 2023

Aug 14, 2023
BUY
$40.03 - $44.6 $1,881 - $2,096
47 Added 20.09%
281 $12,000
Q1 2023

May 15, 2023
BUY
$39.25 - $46.32 $5,259 - $6,206
134 Added 134.0%
234 $9,000
Q4 2022

Feb 15, 2023
SELL
$37.67 - $42.95 $319,705 - $364,516
-8,487 Reduced 98.84%
100 $3,000
Q3 2022

Nov 10, 2022
SELL
$38.59 - $48.63 $114,998 - $144,917
-2,980 Reduced 25.76%
8,587 $331,000
Q2 2022

Aug 04, 2022
SELL
$39.65 - $53.22 $150,035 - $201,384
-3,784 Reduced 24.65%
11,567 $469,000
Q1 2022

May 02, 2022
SELL
$46.39 - $59.58 $36,648 - $47,068
-790 Reduced 4.89%
15,351 $798,000
Q4 2021

Feb 08, 2022
BUY
$56.76 - $68.61 $185,321 - $224,011
3,265 Added 25.36%
16,141 $952,000
Q3 2021

Nov 12, 2021
BUY
$60.6 - $66.49 $280,153 - $307,383
4,623 Added 56.02%
12,876 $784,000
Q2 2021

Aug 13, 2021
BUY
$59.57 - $69.47 $27,044 - $31,539
454 Added 5.82%
8,253 $552,000
Q1 2021

May 14, 2021
BUY
$57.18 - $75.6 $445,946 - $589,604
7,799 New
7,799 $0

Others Institutions Holding KOMP

# of Institutions
143
Shares Held
38.6M
Call Options Held
27K
Put Options Held
0
View Full List

About SPDR S&P KENSHO NEW ECONOMIES

KOMP Quotes by TradingView
  • Ticker KOMP
  • Sector ETFs
  • Industry ETFs
More about KOMP
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email