Steward Partners Investment Advisory, LLC Invesco Indx Tr Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 188 shares of BSJR stock, worth $4,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares

188

Previous 188 -0.0%

Holding current value

$4,261

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$22.08 - $22.75 $199,868 - $205,933	-9,052 Reduced 97.97%	188 $4,000
Q2 2024 Aug 08, 2024	BUY	$21.86 - $22.26 $107,769 - $109,741	4,930 Added 114.39%	9,240 $204,000
Q1 2024 May 15, 2024	BUY	$22.13 - $22.46 $95,380 - $96,802	4,310 New	4,310 $95,000
Q3 2021 Nov 12, 2021	SELL	$25.34 - $25.8 $83,774 - $85,294	-3,306 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$25.34 - $25.67 $9,907 - $10,036	-391 Reduced 10.58%	3,306 $85,000
Q1 2021 May 14, 2021	BUY	$25.07 - $25.7 $68,666 - $70,392	2,739 Added 285.91%	3,697 $93,000
Q4 2020 Feb 11, 2021	BUY	$24.39 - $25.62 $23,365 - $24,543	958 New	958 $25,000

Others Institutions Holding BSJR

# of Institutions

121

Shares Held

9.31M

Call Options Held

Put Options Held

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

More about BSJR

Track This Portfolio

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.

Account

Steward Partners Investment Advisory, LLC Invesco Indx Tr Transaction History