A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,310 shares of WTAI stock, worth $245,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,310
Previous 8,661 30.59%
Holding current value
$245,653
Previous $180,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$17.62 - $21.88 $46,675 - $57,960
2,649 Added 30.59%
11,310 $225,000
Q2 2024

Aug 08, 2024

BUY
$18.47 - $21.05 $60,673 - $69,149
3,285 Added 61.1%
8,661 $180,000
Q1 2024

May 15, 2024

BUY
$19.43 - $21.74 $36,139 - $40,436
1,860 Added 52.9%
5,376 $111,000
Q4 2023

Feb 12, 2024

BUY
$15.93 - $20.98 $2,644 - $3,482
166 Added 4.96%
3,516 $72,000
Q3 2023

Nov 13, 2023

BUY
$16.86 - $20.3 $56,481 - $68,005
3,350 New
3,350 $58,000

Others Institutions Holding WTAI

About WISDOMTREE TR ARTIFICIAL INTEL


  • Ticker WTAI
  • Sector ETFs
  • Industry ETFs
More about WTAI
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.