Steward Partners Investment Advisory, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Number of Shares
48,111
Previous 25,812 86.39%
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
Q1 2025

May 13, 2025
BUY
N/A
22,299 Added 86.39%
48,111 $0
Q4 2024

Feb 06, 2025
BUY
N/A
6,480 Added 33.52%
25,812 $0
Q3 2024

Nov 14, 2024
BUY
N/A
4,397 Added 29.44%
19,332 $0
Q2 2024

Aug 08, 2024
BUY
N/A
4,575 Added 44.16%
14,935 $0
Q1 2024

May 15, 2024
BUY
N/A
5,602 Added 117.74%
10,360 $0
Q4 2023

Feb 12, 2024
BUY
N/A
4,758 New
4,758 $0
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