A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Global Materials ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 205 shares of MXI stock, worth $17,619. This represents 0.0% of its overall portfolio holdings.

Number of Shares
205
Previous 125 64.0%
Holding current value
$17,619
Previous $10,000 90.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$82.55 - $93.68 $6,604 - $7,494
80 Added 64.0%
205 $19,000
Q2 2024

Aug 08, 2024

BUY
$84.78 - $91.93 $6,358 - $6,894
75 Added 150.0%
125 $10,000
Q1 2022

May 02, 2022

BUY
$86.07 - $94.71 $4,303 - $4,735
50 New
50 $5,000
Q3 2020

Oct 30, 2020

SELL
$62.54 - $73.13 $3,127 - $3,656
-50 Closed
0 $0
Q2 2020

Aug 06, 2020

BUY
$47.61 - $65.09 $2,380 - $3,254
50 New
50 $3,000

Others Institutions Holding MXI

About ISHARES GLOBAL MATERIALS ETF


  • Ticker MXI
  • Sector ETFs
  • Industry ETFs
More about MXI
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.