Steward Partners Investment Advisory, LLC Reduced Holdings in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Coherent Corp
-186
- 18.69%
N/A
809 $0
Fortrea Hldgs Inc
-67
- 19.03%
N/A
285 $0
Niocorp Devs LTD
-25
- 54.35%
N/A
21 $0
PBRA
Petroleo Bras Ads (Ea Reptg 2
-32
- 4.33%
N/A
707 $9K
Ge Vernova Inc
-116
- 0.8%
N/A
14.3K $0
Perion Network LTD
-1.1K
- 24.58%
N/A
3.38K $0
PIZ
Invesco Exchange Traded Fd Tr
-97
- 2.32%
N/A
4.08K $0
Arm Holdings PLC
-421
- 3.88%
N/A
10.4K $0
Worthington Stl Inc
-197
- 15.56%
N/A
1.07K $0
PSCF
Invesco S&P Smallcap Financial

ETFs
-50
- 15.38%
$47.17 - $56.77 $2.36K - $2.84K
275 $15K
Atlanta Braves Hldgs Inc
-1
- 0.09%
N/A
1.17K $0
Atlassian Corporation
-110
- 8.63%
N/A
1.16K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-205
- 54.09%
N/A
174 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-120
- 0.35%
N/A
33.8K $0
Jpmorgan Chase Finl CO LLC
-1.66K
- 15.64%
N/A
8.96K $0
Wk Kellogg CO
-120
- 9.65%
N/A
1.12K $0
PBW
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.63%
$17.77 - $23.99 $391 - $528
3.45K $69K
Victory Portfolios Ii
-792
- 3.84%
N/A
19.8K $0
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
-118
- 6.37%
$12.16 - $13.0 $1.43K - $1.53K
1.73K $22K
Kenvue Inc
-8.75K
- 30.72%
N/A
19.7K $0
OZK
Bank Ozk

Financial Services
-21
- 3.49%
$39.66 - $47.08 $833 - $989
581 $24K
Yatsen Hldg LTD
-140
- 77.78%
N/A
40 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-6.47K
- 64.46%
N/A
3.57K $0
Investment Managers Ser Tr I
-100
- 0.51%
N/A
19.5K $0
AAN
Aaron'S Company, Inc.

Industrials
-44
- 26.99%
$9.93 - $10.11 $437 - $445
119 $1K
Accelerate Diagnostics Inc
-10
- 1.07%
N/A
927 $0
ASIX
Advan Six Inc.

Basic Materials
-32
- 27.83%
$20.9 - $30.57 $669 - $978
83 $2K
DRLL
Ea Ser Tr Strive U S Energy Et
-600
- 9.34%
N/A
5.83K $0
AAMC
Altisource Asset Management Corp

Financial Services
-310
- 88.57%
$1.12 - $3.29 $347 - $1.02K
40 $0
America Movil Sab De Cv
-68
- 2.57%
N/A
2.58K $0
IVZ
Invesco Ltd.

Financial Services
-82
- 11.85%
$14.85 - $17.74 $1.22K - $1.45K
610 $10K
Amplify ETF Tr
-165
- 3.56%
N/A
4.47K $0
Amplify ETF Tr
-371
- 78.77%
N/A
100 $0
GCT
Giga Cloud Technology Inc.

Technology
-20.4K
- 95.53%
N/A
955 $0
AMPY
Amplify Energy Corp.

Energy
-27
- 75.0%
$6.25 - $7.96 $169 - $215
9 $0
Avadel Pharmaceuticals PLC
-300
- 13.04%
N/A
2K $0
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-333
- 5.61%
$33.44 - $37.39 $11.1K - $12.5K
5.6K $202K
ILCG
Ishares Morningstar Growth ETF
-80
- 0.13%
N/A
60.7K $0
EWG
Ishares Msci Germany ETF

ETFs
-552
- 9.59%
$29.49 - $33.93 $16.3K - $18.7K
5.2K $176K
ZIMV
Zim Vie Inc.

Healthcare
-16
- 18.39%
$15.43 - $21.95 $247 - $351
71 $1K
Intuitive Machines Inc
-421
- 20.46%
N/A
1.64K $0
Veralto Corp
-269
- 7.05%
N/A
3.55K $0
DNAWS
Ginkgo Bioworks Hldgs Inc Wt E
-13.5K
- 98.54%
N/A
200 $0
Inovio Pharmaceuticals Inc
-52
- 2.72%
N/A
1.86K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-26.1K
- 85.0%
N/A
4.6K $0
Lithium Amers Corp New
-10
- 0.71%
N/A
1.4K $0
Lithium Americas Argentina C
-10
- 0.91%
N/A
1.09K $0
Unity Biotechnology Inc
-1.5K
- 42.86%
N/A
2K $0
ICUI
Icu Medical Inc

Healthcare
-16
- 29.63%
$114.88 - $182.17 $1.84K - $2.91K
38 $6K
Activity Summary
Buys All Purchases 1882 New Holdings 310 Increased Positions 1572 Sells All Sells 941 Reductions 941 Sold out 0 Options Calls 0 Puts 0
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