Steward Partners Investment Advisory, LLC CAPITAL GROUP CORE BALANCED Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
51,829
Previous 45,081 14.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
6,748 Added 14.97%
51,829 $0
Q1 2025

May 13, 2025
BUY
N/A
17,265 Added 62.07%
45,081 $0
Q4 2024

Feb 06, 2025
BUY
N/A
13,980 Added 101.04%
27,816 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,407 Added 154.85%
13,836 $0
Q2 2024

Aug 08, 2024
BUY
N/A
480 Added 9.7%
5,429 $0
Q1 2024

May 15, 2024
BUY
N/A
4,949 New
4,949 $0
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