Steward Partners Investment Advisory, LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
41,486
Previous 37,654 10.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
3,832 Added 10.18%
41,486 $0
Q1 2025

May 13, 2025
BUY
N/A
36,127 Added 2365.88%
37,654 $0
Q4 2024

Feb 06, 2025
BUY
N/A
1,527 New
1,527 $0
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