Steward Partners Investment Advisory, LLC Sells in Q3 2024

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUSA
Davis Fundamental ETF Tr

ETFs
-100
- 1.34%
$37.9 - $42.15 $3.79K - $4.22K
7.36K $306K
APPS
Digital Turbine, Inc.

Technology
-150
- 6.08%
$1.67 - $4.18 $251 - $627
2.32K $7K
IWY
Ishares Tr Russell 200 Growth

ETFs
-60
- 2.09%
$194.66 - $225.97 $11.7K - $13.6K
2.81K $618K
MKTX
Marketaxess Holdings Inc

Financial Services
-8
- 10.13%
$193.39 - $261.08 $1.55K - $2.09K
71 $18K
SUM
Summit Materials, Inc.

Basic Materials
-803
- 5.52%
$35.61 - $41.78 $28.6K - $33.5K
13.7K $536K
GRMN
Garmin LTD

Technology
-492
- 7.09%
$161.1 - $183.29 $79.3K - $90.2K
6.44K $1.13M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-376
- 5.42%
$78.05 - $88.63 $29.3K - $33.3K
6.56K $572K
UHS
Universal Health Services Inc

Healthcare
-4
- 3.33%
$178.68 - $241.52 $715 - $966
116 $26K
IDT
Idt Corp

Communication Services
-400
- 4.85%
$34.93 - $39.18 $14K - $15.7K
7.84K $299K
UPST
Upstart Holdings, Inc.

Financial Services
-130
- 23.01%
$22.9 - $44.11 $2.98K - $5.73K
435 $17K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-27
- 0.98%
$31.4 - $40.35 $848 - $1.09K
2.73K $102K
FTS
Fortis Inc.

Utilities
-11
- 1.3%
$38.61 - $45.65 $425 - $502
835 $37K
WFG
West Fraser Timber Co., LTD

Basic Materials
-114
- 13.87%
$74.68 - $97.37 $8.51K - $11.1K
708 $68K
IQI
Invesco Quality Municipal Income Trust

Financial Services
-4
- 0.04%
$9.86 - $10.44 $39.4 - $41.8
9.2K $96K
AWI
Armstrong World Industries Inc

Industrials
-39
- 6.76%
$111.43 - $132.72 $4.35K - $5.18K
538 $70K
KIM
Kimco Realty Corp

Real Estate
-18
- 1.15%
$19.24 - $24.06 $346 - $433
1.55K $35K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-655
- 4.27%
$31.67 - $39.16 $20.7K - $25.6K
14.7K $526K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-50
- 1.94%
$59.93 - $66.52 $3K - $3.33K
2.53K $168K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-20
- 2.01%
$60.7 - $67.83 $1.21K - $1.36K
975 $66K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-89
- 1.61%
$39.18 - $42.26 $3.49K - $3.76K
5.42K $229K
OGS
One Gas, Inc.

Utilities
-9
- 1.6%
$62.22 - $74.44 $560 - $670
552 $41K
LVHD
Franklin U.S. Low Volatility H

ETFs
-200
- 6.78%
$35.49 - $40.72 $7.1K - $8.14K
2.75K $111K
TRMB
Trimble Inc.

Technology
-144
- 5.62%
$49.82 - $62.06 $7.17K - $8.94K
2.42K $149K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-42
- 2.49%
$43.25 - $48.57 $1.82K - $2.04K
1.64K $79K
GDDY
Go Daddy Inc.

Technology
-26
- 4.29%
$141.41 - $167.41 $3.68K - $4.35K
580 $90K
VRNS
Varonis Systems Inc

Technology
-80
- 5.8%
$46.03 - $57.54 $3.68K - $4.6K
1.3K $73K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-800
- 7.27%
$7.28 - $11.9 $5.82K - $9.52K
10.2K $95K
LIT
Global X Fds Global X Lithium

ETFs
-932
- 9.22%
$35.01 - $43.59 $32.6K - $40.6K
9.18K $399K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-2.31K
- 3.08%
$25.73 - $28.81 $59.5K - $66.6K
72.7K $2.07M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.22K
- 4.87%
$54.38 - $59.77 $66.1K - $72.6K
23.7K $1.41M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-32
- 0.23%
$40.69 - $42.33 $1.3K - $1.35K
13.6K $574K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-1
- 0.07%
$32.72 - $38.48 $32.7 - $38.5
1.46K $56K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-33
- 0.31%
$12.17 - $13.05 $402 - $431
10.8K $140K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
-1.17K
- 7.45%
$11.37 - $13.03 $13.3K - $15.3K
14.6K $189K
BLD
Top Build Corp

Industrials
-3
- 0.66%
$360.4 - $479.09 $1.08K - $1.44K
449 $182K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-186
- 5.72%
$54.31 - $61.04 $10.1K - $11.4K
3.06K $187K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-983
- 6.17%
$47.12 - $51.72 $46.3K - $50.8K
14.9K $762K
JNPR
Juniper Networks Inc

Technology
-44
- 1.09%
$36.35 - $39.03 $1.6K - $1.72K
3.99K $155K
BOTZ
Global X Fds

ETFs
-437
- 2.51%
$27.68 - $32.27 $12.1K - $14.1K
17K $545K
ZM
Zoom Video Communications, Inc.

Technology
-81
- 5.82%
$55.32 - $71.9 $4.48K - $5.82K
1.31K $91K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-219
- 1.69%
$3.34 - $4.14 $731 - $907
12.7K $52K
AVDE
American Centy ETF Tr Avantis

ETFs
-185
- 3.91%
$60.09 - $67.67 $11.1K - $12.5K
4.54K $304K
LII
Lennox International Inc

Industrials
-173
- 10.42%
$523.72 - $620.83 $90.6K - $107K
1.49K $898K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-919
- 2.87%
$10.32 - $11.27 $9.48K - $10.4K
31.1K $349K
KXI
Ishares Tr Global Consumer Sta

ETFs
-31
- 1.43%
$59.84 - $66.17 $1.86K - $2.05K
2.14K $140K
IFV
First Trust Dorsey Wright Inte

ETFs
-264
- 2.22%
$19.04 - $21.37 $5.03K - $5.64K
11.6K $244K
RGA
Reinsurance Group Of America Inc

Financial Services
-68
- 3.35%
$192.62 - $225.79 $13.1K - $15.4K
1.96K $427K
BALL
Ball Corp

Consumer Cyclical
-73
- 3.69%
$58.86 - $67.91 $4.3K - $4.96K
1.91K $129K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.51K
- 10.26%
$8.21 - $10.03 $12.4K - $15.2K
13.2K $132K
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
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