Steward Partners Investment Advisory, LLC Purchases in Q2 2024

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
13
New
$56.91 - $62.31 $740 - $810
13 $0
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
23
+ 3.8%
$63.81 - $67.27 $1.47K - $1.55K
628 $40K
BBAX
J P Morgan Betabuilders Develo

ETFs
2
New
$45.57 - $50.69 $91.1 - $101
2 $0
JGRO
J P Morgan Exchange Traded Fd
1.22K
New
N/A
1.22K $0
J P Morgan Exchange Traded F
1.44K
New
N/A
1.44K $0
ZD
Ziff Davis, Inc.

Communication Services
10
+ 25.0%
$49.52 - $62.45 $495 - $625
50 $2K
Jpmorgan Chase Finl CO LLC
10.6K
New
N/A
10.6K $0
Strategic Trust
235
+ 172.79%
N/A
371 $0
Kenvue Inc
2.17K
+ 8.26%
N/A
28.5K $0
IVOL
Kraneshares Tr Quadratic Int R

ETFs
223
+ 2.11%
$18.27 - $18.99 $4.07K - $4.23K
10.8K $200K
Labcorp Holdings Inc
507
New
N/A
507 $0
LNDC
Landec Corp \Ca\

Healthcare
3.54K
+ 83.35%
N/A
7.78K $0
ASG
Liberty All Star Growth Fund Inc.

Financial Services
295
+ 2.14%
$5.0 - $5.47 $1.48K - $1.61K
14.1K $75K
Lithium Amers Corp New
311
+ 28.4%
N/A
1.41K $0
MKTX
Marketaxess Holdings Inc

Financial Services
10
+ 14.49%
$194.05 - $226.5 $1.94K - $2.27K
79 $15K
MD
Mednax, Inc.

Healthcare
90
New
$6.77 - $9.74 $609 - $877
90 $0
Meta Materials Inc
105
New
N/A
105 $0
MIDD
Middleby Corp

Industrials
15
+ 27.27%
$122.61 - $158.53 $1.84K - $2.38K
70 $8K
MOGA
Moog Inc Cla
9
+ 12.86%
N/A
79 $0
Morgan Stanley ETF Trust
2.03K
New
N/A
2.03K $0
Neuberger Berman ETF Trust
199
New
N/A
199 $0
Atlas Energy Solutions Inc
2
+ 1.1%
N/A
183 $0
Nextracker Inc
96
+ 32.99%
N/A
387 $0
NEEPRR
Nextera Energy Inc Corporate U
800
+ 17.02%
N/A
5.5K $0
Nikola Corp
545
New
N/A
545 $0
Niocorp Devs LTD
25
+ 119.05%
N/A
46 $0
Northern Lts Fd Tr Iii
387
+ 1.23%
N/A
31.9K $0
Nuveen Global High Income Fd
41
+ 0.13%
N/A
31.9K $0
NVCT
Nuvectis Pharma, Inc.

Healthcare
100
New
$5.98 - $8.25 $598 - $825
100 $0
NULV
Nuveen Esg Large Cap Value ETF

ETFs
281
+ 2.86%
$36.61 - $38.62 $10.3K - $10.9K
10.1K $381K
Orchid Is Cap Inc
15
+ 4.17%
N/A
375 $0
ONL
Orion Office Reit Inc.

Real Estate
1
+ 0.81%
$3.05 - $3.87 $3.05 - $3.87
124 $0
Pgim ETF Tr
28.6K
New
N/A
28.6K $0
PVH
Pvh Corp.

Consumer Cyclical
19
+ 38.0%
$105.49 - $139.73 $2K - $2.65K
69 $7K
Pacer Fds Tr
2.99K
New
N/A
2.99K $0
PCRX
Pacira Bio Sciences, Inc.

Healthcare
35
+ 4.05%
$25.5 - $31.51 $893 - $1.1K
900 $25K
PBRA
Petroleo Bras Ads (Ea Reptg 2
3
+ 0.41%
N/A
739 $9K
PLTK
Playtika Holding Corp.

Communication Services
75
New
$6.78 - $9.09 $509 - $682
75 $0
PDS
Precision Drilling Corp

Energy
2
New
$65.54 - $76.52 $131 - $153
2 $0
SPXV
Proshares Tr S&P 500 Ex Health
650
New
N/A
650 $0
Proshares Tr
12.8K
+ 4311.74%
N/A
13.1K $0
Proshares Tr
88.5K
+ 27245.85%
N/A
88.9K $0
RXL
Proshares Ultra Health Care
325
New
N/A
325 $0
Proshares Tr Ii
1K
New
N/A
1K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
3.61K
+ 8.13%
N/A
48K $0
Qt Imaging Hldgs Inc
686
New
N/A
686 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
70
+ 20.0%
N/A
420 $0
Rb Global Inc
1
+ 0.35%
N/A
289 $0
Reddit Inc
690
+ 610.62%
N/A
803 $0
Activity Summary
Buys All Purchases 1482 New Holdings 217 Increased Positions 1265 Sells All Sells 1134 Reductions 1134 Sold out 0 Options Calls 0 Puts 0
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