Steward Partners Investment Advisory, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 12,789 shares of XSOE stock, worth $396,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,789
Previous 12,999 1.62%
Holding current value
$396,970
Previous $398,000 6.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$29.23 - $33.51 $6,138 - $7,037
-210 Reduced 1.62%
12,789 $422,000
Q2 2024

Aug 08, 2024
SELL
$28.28 - $31.13 $5,627 - $6,194
-199 Reduced 1.51%
12,999 $398,000
Q1 2024

May 15, 2024
SELL
$27.04 - $29.77 $1,270 - $1,399
-47 Reduced 0.35%
13,198 $388,000
Q4 2023

Feb 12, 2024
BUY
$25.6 - $28.88 $1,945 - $2,194
76 Added 0.58%
13,245 $382,000
Q3 2023

Nov 13, 2023
SELL
$26.52 - $29.84 $899,028 - $1.01 Million
-33,900 Reduced 72.02%
13,169 $351,000
Q2 2023

Aug 14, 2023
SELL
$26.67 - $29.16 $20,189 - $22,074
-757 Reduced 1.58%
47,069 $1.32 Million
Q1 2023

May 15, 2023
BUY
$26.2 - $30.06 $635,061 - $728,624
24,239 Added 102.76%
47,826 $1.33 Million
Q4 2022

Feb 15, 2023
SELL
$23.78 - $27.77 $85,655 - $100,027
-3,602 Reduced 13.25%
23,587 $629,000
Q3 2022

Nov 10, 2022
BUY
$24.62 - $29.39 $255,407 - $304,891
10,374 Added 61.69%
27,189 $669,000
Q2 2022

Aug 04, 2022
SELL
$28.19 - $33.79 $71,715 - $85,961
-2,544 Reduced 13.14%
16,815 $482,000
Q1 2022

May 02, 2022
SELL
$30.13 - $38.07 $2.65 Million - $3.34 Million
-87,837 Reduced 81.94%
19,359 $632,000
Q4 2021

Feb 08, 2022
SELL
$35.7 - $39.01 $130,769 - $142,893
-3,663 Reduced 3.3%
107,196 $3.95 Million
Q3 2021

Nov 12, 2021
BUY
$37.03 - $41.81 $392,740 - $443,436
10,606 Added 10.58%
110,859 $4.14 Million
Q2 2021

Aug 13, 2021
SELL
$39.26 - $42.54 $213,299 - $231,119
-5,433 Reduced 5.14%
100,253 $4.22 Million
Q1 2021

May 14, 2021
BUY
$39.62 - $45.05 $1.04 Million - $1.18 Million
26,190 Added 32.95%
105,686 $0
Q4 2020

Feb 11, 2021
BUY
$33.67 - $39.76 $174,848 - $206,473
5,193 Added 6.99%
79,496 $3.15 Million
Q3 2020

Oct 30, 2020
SELL
$30.26 - $34.75 $206,252 - $236,856
-6,816 Reduced 8.4%
74,303 $2.5 Million
Q2 2020

Aug 06, 2020
SELL
$23.37 - $30.48 $72,517 - $94,579
-3,103 Reduced 3.68%
81,119 $2.43 Million
Q1 2020

Apr 29, 2020
BUY
$21.97 - $32.5 $42,226 - $62,465
1,922 Added 2.34%
84,222 $2.06 Million
Q4 2019

Jan 17, 2020
BUY
$27.22 - $31.28 $99,271 - $114,078
3,647 Added 4.64%
82,300 $2.57 Million
Q3 2019

Oct 30, 2019
BUY
$27.49 - $28.9 $127,993 - $134,558
4,656 Added 6.29%
78,653 $2.17 Million
Q2 2019

Jul 25, 2019
BUY
N/A
789 Added 1.08%
73,997 $2.14 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-11,470 Reduced 13.55%
73,208 $2.11 Million
Q4 2018

Jan 15, 2019
BUY
N/A
8,761 Added 11.54%
84,678 $2.16 Million
Q3 2018

Oct 23, 2018
BUY
N/A
75,917 New
75,917 $2.15 Million

Others Institutions Holding XSOE

# of Institutions
248
Shares Held
43.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

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