Steward Partners Investment Advisory, LLC First Tr ETF Indxx Innovation 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 ETF Indxx Innovation stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 55 shares of LEGR stock, worth $2,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 105 47.62%

Holding current value

$2,832

Previous $4,000 50.0%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$45.84 - $50.21 $2,292 - $2,510	-50 Reduced 47.62%	55 $2,000
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

Shares Held

717K

Call Options Held

Put Options Held

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About FIRST TR ETF INDXX INNOVATION

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