Steward Partners Investment Advisory, LLC Cambria Shareholder Yld ETF Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 50,603 shares of SYLD stock, worth $3.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

50,603

Previous 44,017 14.96%

Holding current value

$3.05 Million

Previous $3.19 Million 8.76%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$68.06 - $76.27 $448,243 - $502,314	6,586 Added 14.96%	50,603 $3.46 Million
Q3 2024 Nov 14, 2024	BUY	$66.68 - $72.81 $41,741 - $45,579	626 Added 1.44%	44,017 $3.19 Million
Q2 2024 Aug 08, 2024	BUY	$67.74 - $73.13 $650,778 - $702,559	9,607 Added 28.44%	43,391 $2.96 Million
Q1 2024 May 15, 2024	BUY	$65.45 - $73.27 $265,334 - $297,036	4,054 Added 13.64%	33,784 $2.48 Million
Q4 2023 Feb 12, 2024	BUY	$58.37 - $68.37 $492,701 - $577,111	8,441 Added 39.65%	29,730 $2.01 Million
Q3 2023 Nov 13, 2023	SELL	$59.83 - $64.7 $18,786 - $20,315	-314 Reduced 1.45%	21,289 $1.32 Million
Q2 2023 Aug 14, 2023	SELL	$54.56 - $61.17 $59,743 - $66,981	-1,095 Reduced 4.82%	21,603 $1.32 Million
Q1 2023 May 15, 2023	BUY	$55.84 - $66.03 $454,705 - $537,682	8,143 Added 55.95%	22,698 $1.33 Million
Q4 2022 Feb 15, 2023	BUY	$54.36 - $63.62 $364,918 - $427,081	6,713 Added 85.6%	14,555 $863,000
Q3 2022 Nov 10, 2022	BUY	$52.3 - $63.52 $290,003 - $352,218	5,545 Added 241.4%	7,842 $412,000
Q2 2022 Aug 04, 2022	BUY	$54.4 - $66.08 $18,659 - $22,665	343 Added 17.55%	2,297 $125,000
Q1 2022 May 02, 2022	BUY	$60.72 - $66.33 $118,646 - $129,608	1,954 New	1,954 $125,000
Q2 2021 Aug 13, 2021	SELL	$60.06 - $67.71 $1,261 - $1,421	-21 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$23.13 - $37.21 $23 - $37	1 Added 5.0%	21 $1,000
Q3 2019 Oct 30, 2019	BUY	$33.0 - $37.23 $660 - $744	20 New	20 $0

Others Institutions Holding SYLD

# of Institutions

195

Shares Held

11.7M

Call Options Held

Put Options Held

View Full List

About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
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Steward Partners Investment Advisory, LLC Cambria Shareholder Yld ETF Transaction History