Steward Partners Investment Advisory, LLC First Tr ETF Indxx Innovation Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Indxx Innovation stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 105 shares of LEGR stock, worth $4,905. This represents 0.0% of its overall portfolio holdings.

Number of Shares
105
Previous 159 33.96%
Holding current value
$4,905
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$41.67 - $47.57 $2,250 - $2,568
-54 Reduced 33.96%
105 $4,000
Q4 2023

Feb 12, 2024
SELL
$35.13 - $41.06 $351 - $410
-10 Reduced 5.92%
159 $6,000
Q3 2023

Nov 13, 2023
SELL
$36.61 - $39.85 $685,705 - $746,390
-18,730 Reduced 99.11%
169 $6,000
Q2 2023

Aug 14, 2023
SELL
$36.57 - $39.37 $6,911 - $7,440
-189 Reduced 0.99%
18,899 $726,000
Q1 2023

May 15, 2023
SELL
$34.88 - $38.44 $205,338 - $226,296
-5,887 Reduced 23.57%
19,088 $712,000
Q4 2022

Feb 15, 2023
SELL
$30.13 - $35.88 $24,887 - $29,636
-826 Reduced 3.2%
24,975 $855,000
Q3 2022

Nov 10, 2022
BUY
$30.29 - $36.33 $119,584 - $143,430
3,948 Added 18.07%
25,801 $782,000
Q2 2022

Aug 04, 2022
BUY
$33.86 - $40.92 $96,873 - $117,072
2,861 Added 15.06%
21,853 $740,000
Q1 2022

May 02, 2022
BUY
$37.15 - $45.01 $72,145 - $87,409
1,942 Added 11.39%
18,992 $765,000
Q4 2021

Feb 08, 2022
BUY
$41.99 - $44.89 $19,357 - $20,694
461 Added 2.78%
17,050 $740,000
Q3 2021

Nov 12, 2021
BUY
$40.95 - $44.07 $658,844 - $709,042
16,089 Added 3217.8%
16,589 $700,000
Q2 2021

Aug 13, 2021
SELL
$40.52 - $43.14 $20,260 - $21,570
-500 Reduced 50.0%
500 $21,000
Q1 2021

May 14, 2021
BUY
$37.48 - $41.01 $37,480 - $41,010
1,000 New
1,000 $0

Others Institutions Holding LEGR

# of Institutions
62
Shares Held
845K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF INDXX INNOVATION

LEGR Quotes by TradingView
  • Ticker LEGR
  • Sector ETFs
  • Industry ETFs
More about LEGR
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