Steward Partners Investment Advisory, LLC Invesco S&P 500 Equal Weight M Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco S&P 500 Equal Weight M stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 975 shares of RTM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
975
Previous 975 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$0.0 - $165.24 $0 - $128,887
780 Added 400.0%
975 $30,000
Q1 2023

May 15, 2023
SELL
$152.58 - $177.31 $457 - $531
-3 Reduced 1.52%
195 $31,000
Q4 2022

Feb 15, 2023
BUY
$153.84 - $172.3 $461 - $516
3 Added 1.54%
198 $31,000
Q2 2021

Aug 13, 2021
BUY
$156.44 - $177.38 $13,140 - $14,899
84 Added 75.68%
195 $32,000
Q1 2021

May 14, 2021
BUY
$137.87 - $157.3 $15,303 - $17,460
111 New
111 $17,000
Q3 2019

Oct 30, 2019
SELL
$101.4 - $111.94 $169,743 - $187,387
-1,674 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
$98.34 - $109.63 $164,621 - $183,520
1,674 New
1,674 $183,000
Q4 2018

Jan 15, 2019
SELL
$88.78 - $110.38 $215,025 - $267,340
-2,422 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$106.74 - $113.49 $6,084 - $6,468
57 Added 2.41%
2,422 $263,000
Q2 2018

Jul 20, 2018
BUY
$103.71 - $112.82 $245,274 - $266,819
2,365 New
2,365 $256,000

Others Institutions Holding RTM

# of Institutions
93
Shares Held
3.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT M

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