Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Spdr Ice Pfd Sec E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 414 shares of PSK stock, worth $14,610. This represents 0.0% of its overall portfolio holdings.

Number of Shares

414

Previous 415 0.24%

Holding current value

$14,610

Previous $14,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$32.98 - $34.74 $32 - $34	-1 Reduced 0.24%	414 $14,000
Q1 2024 May 15, 2024	SELL	$33.52 - $35.27 $5,028 - $5,290	-150 Reduced 26.55%	415 $14,000
Q2 2023 Aug 14, 2023	BUY	$31.88 - $34.63 $318 - $346	10 Added 1.8%	565 $18,000
Q3 2022 Nov 10, 2022	BUY	$34.21 - $38.59 $10,263 - $11,577	300 Added 117.65%	555 $19,000
Q1 2022 May 02, 2022	SELL	$37.66 - $42.71 $9,942 - $11,275	-264 Reduced 50.87%	255 $10,000
Q4 2021 Feb 08, 2022	BUY	$42.1 - $43.53 $11,114 - $11,491	264 Added 103.53%	519 $22,000
Q3 2021 Nov 12, 2021	BUY	$43.1 - $44.18 $3,361 - $3,446	78 Added 44.07%	255 $11,000
Q2 2021 Aug 13, 2021	BUY	$42.87 - $44.22 $7,587 - $7,826	177 New	177 $8,000

Others Institutions Holding PSK

# of Institutions

175

Shares Held

11.7M

Call Options Held

Put Options Held

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Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History