Steward Partners Investment Advisory, LLC Innovator U.S. Equity Power Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,471 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,471
Previous 12,101 13.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
N/A
-1,630 Reduced 13.47%
10,471 $0
Q3 2023

Nov 13, 2023
BUY
N/A
3,489 Added 40.51%
12,101 $0
Q3 2022

Nov 10, 2022
BUY
N/A
8,612 New
8,612 $239,000

Others Institutions Holding PSEP

# of Institutions
173
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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