Steward Partners Investment Advisory, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 41,493 shares of SPD stock, worth $1.63 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
41,493
Previous 41,493 -0.0%
Holding current value
$1.63 Million
Previous $1.58 Million 3.93%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 02, 2022
SELL
$29.63 - $33.3 $113,542 - $127,605
-3,832 Reduced 8.45%
41,493 $1.3 Million
Q3 2021

Nov 12, 2021
BUY
$30.02 - $32.03 $1.36 Million - $1.45 Million
45,325 New
45,325 $1.38 Million

Others Institutions Holding SPD

# of Institutions
47
Shares Held
1.46M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRAD FDS US EQ P

SPD Quotes by TradingView
  • Ticker SPD
  • Sector ETFs
  • Industry ETFs
More about SPD
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