Number of Shares
1,705
Previous 1,405 21.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
N/A
300 Added 21.35%
1,705 $0
Q3 2024

Nov 14, 2024

BUY
N/A
510 Added 56.98%
1,405 $0
Q1 2024

May 15, 2024

BUY
N/A
96 Added 12.02%
895 $0
Q4 2023

Feb 12, 2024

BUY
N/A
799 New
799 $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.