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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-6
- 0.39%
$112.99 - $126.45 $678 - $759
1.53K $192K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-25
- 3.6%
$150.01 - $182.29 $3.75K - $4.56K
669 $121K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-755
- 4.89%
$22.89 - $27.41 $17.3K - $20.7K
14.7K $375K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.98K
- 2.47%
$47.18 - $48.74 $141K - $145K
118K $5.74M
PRG
Prog Holdings, Inc.

Industrials
-120
- 8.16%
$32.04 - $50.26 $3.84K - $6.03K
1.35K $65K
SNA
Snap On Inc

Industrials
-154
- 7.26%
$255.35 - $289.77 $39.3K - $44.6K
1.97K $569K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-3.74K
- 4.83%
$11.47 - $12.53 $42.8K - $46.8K
73.6K $912K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-96
- 0.75%
$114.52 - $127.8 $11K - $12.3K
12.7K $1.59M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-92
- 2.73%
$37.86 - $51.12 $3.48K - $4.7K
3.28K $164K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-50
- 1.44%
$110.22 - $120.89 $5.51K - $6.04K
3.42K $411K
ZBRA
Zebra Technologies Corp

Technology
-26
- 6.21%
$306.21 - $371.02 $7.96K - $9.65K
393 $145K
BAX
Baxter International Inc

Healthcare
-308
- 4.98%
$32.85 - $40.26 $10.1K - $12.4K
5.88K $223K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-680
- 3.15%
$19.88 - $21.63 $13.5K - $14.7K
20.9K $449K
GII
Spdr S&P Global Infrasture ETF

ETFs
-200
- 4.69%
$54.45 - $61.92 $10.9K - $12.4K
4.07K $250K
EFG
Msci Eafe Growth ETF

ETFs
-6.2K
- 4.84%
$96.84 - $108.77 $601K - $675K
122K $13.1M
EQX
Equinox Gold Corp.

Basic Materials
-100
- 0.46%
$4.66 - $6.46 $466 - $646
21.6K $131K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-173
- 1.32%
$33.68 - $39.31 $5.83K - $6.8K
12.9K $507K
IYT
Ishares Tr U.S. Transportation

ETFs
-699
- 3.63%
$61.35 - $68.92 $42.9K - $48.2K
18.5K $1.28M
FOXA
Fox Corp

Communication Services
-184
- 5.38%
$34.12 - $42.33 $6.28K - $7.79K
3.24K $137K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-100
- 1.0%
$24.06 - $26.97 $2.41K - $2.7K
9.92K $266K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-276
- 2.39%
$86.85 - $98.91 $24K - $27.3K
11.3K $1.11M
INTA
Intapp, Inc.

Technology
-225
- 7.63%
$31.5 - $51.19 $7.09K - $11.5K
2.73K $130K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-309
- 2.33%
$54.33 - $60.04 $16.8K - $18.6K
12.9K $776K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-197
- 1.39%
$30.74 - $34.07 $6.06K - $6.71K
13.9K $475K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.33K
- 15.94%
$48.08 - $62.04 $63.9K - $82.4K
7K $434K
IBND
Spdr Bloomberg International C

ETFs
-7
- 0.06%
$28.7 - $30.78 $201 - $215
12.3K $375K
JPMB
J P Morgan Usd Emerging Market

ETFs
-184
- 1.12%
$38.32 - $40.67 $7.05K - $7.48K
16.2K $658K
IESC
Ies Holdings, Inc.

Industrials
-43
- 7.92%
$134.29 - $199.7 $5.77K - $8.59K
500 $99K
CR
Crane Holdings, Co.

Industrials
-341
- 5.81%
$140.34 - $160.42 $47.9K - $54.7K
5.53K $875K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-210
- 1.62%
$29.23 - $33.51 $6.14K - $7.04K
12.8K $422K
DHS
Wisdomtree Tr U.S

ETFs
-230
- 4.42%
$83.9 - $93.83 $19.3K - $21.6K
4.98K $466K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-328
- 1.17%
$52.04 - $54.34 $17.1K - $17.8K
27.8K $1.5M
UAL
United Airlines Holdings, Inc.

Industrials
-51
- 1.47%
$37.88 - $58.85 $1.93K - $3K
3.41K $194K
CPB
Campbell Soup CO

Consumer Defensive
-24
- 0.33%
$45.01 - $51.89 $1.08K - $1.25K
7.33K $358K
PETQ
Pet Iq, Inc.

Healthcare
-1.4K
- 17.39%
$20.57 - $30.79 $28.8K - $43.1K
6.65K $204K
FOUR
Shift4 Payments, Inc.

Technology
-73
- 3.41%
$61.26 - $88.65 $4.47K - $6.47K
2.07K $183K
GBCI
Glacier Bancorp, Inc.

Financial Services
-122
- 3.17%
$36.29 - $47.47 $4.43K - $5.79K
3.73K $170K
MPW
Medical Properties Trust Inc

Real Estate
-2.91K
- 10.2%
$4.03 - $6.38 $11.7K - $18.6K
25.6K $149K
CTSH
Cognizant Technology Solutions Corp

Technology
-166
- 3.74%
$66.89 - $77.87 $11.1K - $12.9K
4.28K $329K
MAA
Mid America Apartment Communities Inc.

Real Estate
-207
- 5.52%
$138.8 - $166.65 $28.7K - $34.5K
3.55K $563K
UFPI
Ufp Industries Inc

Basic Materials
-58
- 2.98%
$107.65 - $135.34 $6.24K - $7.85K
1.89K $247K
RMD
Resmed Inc

Healthcare
-16
- 2.58%
$186.94 - $252.92 $2.99K - $4.05K
604 $147K
FXR
First Trust Industrials/Produc

ETFs
-42
- 1.01%
$66.85 - $75.76 $2.81K - $3.18K
4.12K $312K
SLVM
Sylvamo Corp

Basic Materials
-27
- 1.48%
$65.73 - $87.18 $1.77K - $2.35K
1.79K $153K
SPOT
Spotify Technology S.A.

Communication Services
-251
- 11.22%
$290.16 - $384.01 $72.8K - $96.4K
1.99K $732K
CAH
Cardinal Health Inc

Healthcare
-65
- 2.01%
$93.74 - $114.66 $6.09K - $7.45K
3.17K $350K
ROST
Ross Stores, Inc.

Consumer Cyclical
-62
- 0.74%
$136.06 - $155.24 $8.44K - $9.62K
8.34K $1.26M
DWM
Wisdomtree Tr

ETFs
-30
- 0.32%
$52.24 - $58.1 $1.57K - $1.74K
9.31K $535K
LAD
Lithia Motors Inc

Consumer Cyclical
-25
- 3.91%
$243.05 - $320.83 $6.08K - $8.02K
615 $195K
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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