Steward Partners Investment Advisory, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 24,054 shares of XJUN stock, worth $942,195. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,054

Previous 24,805 3.03%

Holding current value

$942,195

Previous $943,000 1.59%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$37.81 - $38.94 $28,395 - $29,243	-751 Reduced 3.03%	24,054 $928,000
Q3 2024 Nov 14, 2024	BUY	$35.91 - $38.04 $1,831 - $1,940	51 Added 0.21%	24,805 $943,000
Q2 2024 Aug 08, 2024	SELL	$36.05 - $36.83 $937 - $957	-26 Reduced 0.1%	24,754 $911,000
Q1 2024 May 15, 2024	SELL	$34.91 - $36.23 $34,944 - $36,266	-1,001 Reduced 3.88%	24,780 $897,000
Q4 2023 Feb 12, 2024	SELL	$32.53 - $35.17 $11,385 - $12,309	-350 Reduced 1.34%	25,781 $905,000
Q3 2023 Nov 13, 2023	BUY	$33.08 - $33.86 $125,704 - $128,668	3,800 Added 17.02%	26,131 $865,000
Q2 2023 Aug 14, 2023	BUY	$32.14 - $33.45 $717,686 - $746,938	22,330 Added 2233000.0%	22,331 $746,000
Q1 2023 May 15, 2023	BUY	$30.5 - $32.14 $30 - $32	1 New	1 $0

Others Institutions Holding XJUN

# of Institutions

Shares Held

3.19M

Call Options Held

Put Options Held

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Steward Partners Investment Advisory, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History